The Numbers Museum

Every specific figure ever claimed on the show. 9,323 match this view. Red rows are numbers the cited sources contradict.

AllDollarsMultiplesPercentagesBig numbers
FigureAs spokenThe claimWhoWhenChecked?
10M “ten million” Rory O'Driscoll: Enterprise change management will limit Sierra's growth speed Rory O’Driscoll Nov 27, 2025
1K “a thousand” Rory O'Driscoll: Enterprise change management will limit Sierra's growth speed Rory O’Driscoll Nov 27, 2025
1M “one million” Rory O'Driscoll: Enterprise change management will limit Sierra's growth speed Rory O’Driscoll Nov 27, 2025
45M “Forty-five million” Jason Lemkin: Portfolio firm sees 100% AI growth alongside flat legacy revenue Jason Lemkin Nov 27, 2025
50M “fifty million” Jason Lemkin: Portfolio firm sees 100% AI growth alongside flat legacy revenue Jason Lemkin Nov 27, 2025
100% “hundred percent” Jason Lemkin: Portfolio firm sees 100% AI growth alongside flat legacy revenue Jason Lemkin Nov 27, 2025
20% “20%” Jason Lemkin: Base Zendesk AI achieves 20% ticket automation without custom training Jason Lemkin Nov 27, 2025 Supported
20% “20%” Jason Lemkin: AI music startup Suno retains only 20% of customers annually Jason Lemkin Nov 27, 2025 Not publicly verifiable
“five X” Jason Lemkin: Low-growth software companies are worth only 3x to 5x ARR Jason Lemkin Nov 27, 2025
20% “20%” Jason Lemkin: Public software multiples jump sharply above 20% and 30% growth Jason Lemkin Nov 27, 2025 Supported
30% “30%” Jason Lemkin: Public software multiples jump sharply above 20% and 30% growth Jason Lemkin Nov 27, 2025 Supported
5.1× “5.1 X” Jason Lemkin: Public software multiples jump sharply above 20% and 30% growth Jason Lemkin Nov 27, 2025 Supported
11.8× “11.8 X” Jason Lemkin: Public software multiples jump sharply above 20% and 30% growth Jason Lemkin Nov 27, 2025 Supported
23.7× “23.7 X” Jason Lemkin: Public software multiples jump sharply above 20% and 30% growth Jason Lemkin Nov 27, 2025 Supported
5M “five million” Jason Lemkin: SaaStr overall traffic grew 50% while SEO traffic dropped 8% Jason Lemkin Nov 27, 2025
50% “50%” Jason Lemkin: SaaStr overall traffic grew 50% while SEO traffic dropped 8% Jason Lemkin Nov 27, 2025
8% “eight percent” Jason Lemkin: SaaStr overall traffic grew 50% while SEO traffic dropped 8% Jason Lemkin Nov 27, 2025
1B “a billion” Jason Lemkin: AI marketing tools will reach $1B ARR in 36 months Jason Lemkin Nov 27, 2025
40% “40%” Jason Lemkin: Figma's public valuation is 30-40% below Adobe's acquisition offer Jason Lemkin Nov 27, 2025
15% “15%” Jason Lemkin: Most teen-percentage software growth is driven by price increases Jason Lemkin Nov 27, 2025
9% “nine percent” Jason Lemkin: Most teen-percentage software growth is driven by price increases Jason Lemkin Nov 27, 2025
6B “six billion” Rory O'Driscoll: AI-first startups have a growth edge over incumbents like Wix Rory O'Driscoll Nov 27, 2025
1B “a billion” Jason Lemkin: Acquired AI founders can raise at $1B valuations for startups Jason Lemkin Nov 27, 2025
$80M “eighty million dollars” Shlomo: AI enables tiny teams to create immense value with fewer people Maor Shlomo Nov 24, 2025
95% “95%” Shlomo: 95% to 100% of code will be AI-written in two years Maor Shlomo Nov 24, 2025
100% “hundred percent” Shlomo: 95% to 100% of code will be AI-written in two years Maor Shlomo Nov 24, 2025
90% “90%” Shlomo: Nearly 90% of Base44's code is already AI-generated Maor Shlomo Nov 24, 2025
100× “hundred X” Altman: Scaling Silicon Valley venture capital degraded interpersonal trust among VCs Max Altman Nov 21, 2025
9B “nine billion” Hydrazine Capital missed $2B by distributing Reddit stock post-lockup Max Altman Nov 21, 2025
39B “thirty-nine billion” Hydrazine Capital missed $2B by distributing Reddit stock post-lockup Max Altman Nov 21, 2025
2B “two billion” Hydrazine Capital missed $2B by distributing Reddit stock post-lockup Max Altman Nov 21, 2025
7% “seven percent” Hydrazine Capital missed $2B by distributing Reddit stock post-lockup Max Altman Nov 21, 2025
100B “hundred billion” Max Altman predicts numerous $100B AI startup exits by 2033 Max Altman Nov 21, 2025
1M “a million” Altman: Founders care about investor portfolio prestige, not check size Max Altman Nov 21, 2025
“four X” Max Altman says his earlier venture funds achieved 4x DPI Max Altman Nov 21, 2025 Not publicly verifiable
80% “80%” Altman advises seed funds to model receiving only 70-80% of pro rata Max Altman Nov 21, 2025
10× “10 times” Altman: Capital supply grew 10x while top-tier startups only grew 2-3x Max Altman Nov 21, 2025
800M “a seven hundred million” Altman: Mid-sized $700M VC funds face severe structural challenges Max Altman Nov 21, 2025
10B “ten billion” Max Altman admits holding Gusto past its $10B valuation was a mistake Max Altman Nov 21, 2025
5M “5006 thousand” Lemkin: AI coding tools will reach 100% developer adoption Jason Lemkin Nov 20, 2025
100% “hundred percent” Lemkin: AI coding tools will reach 100% developer adoption Jason Lemkin Nov 20, 2025
75% “75%” Tunguz: Cursor will retain 75% of its users in five years Tomasz Tunguz Nov 20, 2025
21B “a twenty billion” Tunguz: Theory Ventures distilled a 20B model to 1/50th size with 97% accuracy Tomasz Tunguz Nov 20, 2025
97% “97%” Tunguz: Theory Ventures distilled a 20B model to 1/50th size with 97% accuracy Tomasz Tunguz Nov 20, 2025
10× “10 X” O'Driscoll: Software Market Shares Lock In After Three to Four Years Rory O'Driscoll Nov 20, 2025
15% “15%” O'Driscoll: 15% of Q1 newly minted unicorns saw valuation step-ups by Q3 Rory O'Driscoll Nov 20, 2025 Not publicly verifiable
40% “40%” Tunguz: Nvidia revenue concentration is 10x worse than Lucent during dot-com bubble Tomasz Tunguz Nov 20, 2025 Open
4% “Four percent” Tunguz: Nvidia revenue concentration is 10x worse than Lucent during dot-com bubble Tomasz Tunguz Nov 20, 2025 Open
50% “50%” Tunguz: Nvidia revenue concentration is 10x worse than Lucent during dot-com bubble Tomasz Tunguz Nov 20, 2025 Open
10× “10 times” Tunguz: Nvidia revenue concentration is 10x worse than Lucent during dot-com bubble Tomasz Tunguz Nov 20, 2025 Open
100% “hundred percent” Lemkin: 100% chance the US venture market hits $500B by 2030 Jason Lemkin Nov 20, 2025 Open
184B “a hundred eighty four billion” Lemkin: Half of the $184B invested in VC in 2025 went to four companies Jason Lemkin Nov 20, 2025 Partly supported
183B “a hundred eighty three billion” Lemkin: Half of the $184B invested in VC in 2025 went to four companies Jason Lemkin Nov 20, 2025 Partly supported
50M “fifty million” Tom Tunguz: Microsoft went public with $50M revenue and $2M fees Tomasz Tunguz Nov 20, 2025 Partly supported
7% “seven percent” Rory O'Driscoll: IPO transaction costs consume 6% to 7% of funds raised Rory O'Driscoll Nov 20, 2025 Supported
$3B “three billion dollars” Stebbings: Coatue has raised $3B in retail venture funds Harry Stebbings Nov 20, 2025 Partly supported
25% “25%” Tunguz: Secondary transactions now account for 10% to 12% of VC liquidity Tomasz Tunguz Nov 20, 2025 Supported
12% “12%” Tunguz: PE Took 12% of Public Software Companies Private in 2022 Tomasz Tunguz Nov 20, 2025 Partly supported
100M “hundred million” Andrew Ng: Closed AI models and high salaries slow Western AI innovation Andrew Ng Nov 17, 2025
$100M “a hundred million dollars” Andrew Ng: AI application capital recycles through model providers to Nvidia Andrew Ng Nov 17, 2025
$10B “ten billion dollars” Andrew Ng: High capital efficiency hinders deploying billions in AI applications Andrew Ng Nov 17, 2025
$1M “a million dollars” Andrew Ng: High capital efficiency hinders deploying billions in AI applications Andrew Ng Nov 17, 2025
80% “80%” Harry Stebbings: AI coding startups pay 80% of pass-through revenue to Anthropic Harry Stebbings Nov 17, 2025 Not publicly verifiable
1K “a thousand” Andrew Ng: AI creates value by accelerating workflows and expanding scale Andrew Ng Nov 17, 2025
$1M “a million dollars” Andrew Ng: The AI application layer is already delivering clear ROI Andrew Ng Nov 17, 2025 Supported
$1M “a million dollars” Andrew Ng: AI Fund typically invests $1M at a $4M valuation cap Andrew Ng Nov 17, 2025
5M “a four million” Andrew Ng: AI Fund typically invests $1M at a $4M valuation cap Andrew Ng Nov 17, 2025
20% “20%” Andrew Ng: AI Fund typically invests $1M at a $4M valuation cap Andrew Ng Nov 17, 2025
80% “80%” Figma Shifted From First to Last Step in AI Design Workflows Carl Rivera Nov 14, 2025
“five X” Shopify's design depth increased 5x with AI, while pace remained flat Carl Rivera Nov 14, 2025
60% “60%” O'Driscoll: Palantir and AI CapEx Will Face a Major Correction Within Two Years Rory O'Driscoll Nov 13, 2025 Open
120× “120 times” O'Driscoll: Palantir and AI CapEx Will Face a Major Correction Within Two Years Rory O'Driscoll Nov 13, 2025 Open
20B “twenty billion” Stebbings: Sam Altman Says OpenAI Will Hit $20B ARR This Year Harry Stebbings Nov 13, 2025 Supported
70B “seventy billion” Stebbings: Anthropic Projects Reaching $70B in ARR by 2028 Harry Stebbings Nov 13, 2025 Held up
$100M “a hundred million dollars” Stebbings: Gamma Hit $100M ARR With 50 Employees Harry Stebbings Nov 13, 2025 Partly supported
3.1B “a 2.1 billion” Stebbings: Gamma Hit $100M ARR With 50 Employees Harry Stebbings Nov 13, 2025 Partly supported
100M “a hundred million” Stebbings: Gamma Hit $100M ARR With 50 Employees Harry Stebbings Nov 13, 2025 Partly supported
8M “eight million” Lemkin: SaaStr Requires $8M Annually in Sponsorships to Keep Lights On Jason Lemkin Nov 13, 2025
“seven X” Stebbings: LP Position in 150-Deal Seed Fund Returned 7x Harry Stebbings Nov 13, 2025
100% “hundred percent” O'Driscoll: Sharing Startup Data Serially With Select VCs Is a Mistake Rory O'Driscoll Nov 13, 2025
3M “three million” Stebbings: SaaS Startup Needed 120 Meetings for One Term Sheet Despite 10x Growth Harry Stebbings Nov 13, 2025
10M “ten million” Stebbings: SaaS Startup Needed 120 Meetings for One Term Sheet Despite 10x Growth Harry Stebbings Nov 13, 2025
15M “Fifteen million” Stebbings: Datadog Stock Surged 23% Following AI Customer Revenue Growth Harry Stebbings Nov 13, 2025 Supported
23% “23%” Stebbings: Datadog Stock Surged 23% Following AI Customer Revenue Growth Harry Stebbings Nov 13, 2025 Supported
5B “five billion” Lemkin: Legal Tech Company Clio Reached a $5B Valuation Jason Lemkin Nov 13, 2025 Supported
3B “three billion” Lemkin: Legal Tech Company Clio Reached a $5B Valuation Jason Lemkin Nov 13, 2025 Supported
900M “an eight hundred million” Stebbings: Hummingbird Held an $800M Position in the BillionToOne IPO Harry Stebbings Nov 13, 2025 Partly supported
50M “fifty million” Stebbings: Hummingbird Held an $800M Position in the BillionToOne IPO Harry Stebbings Nov 13, 2025 Partly supported
18% “18%” Lemkin: I Will Never Hold 18% Ownership at IPO Again Jason Lemkin Nov 13, 2025 Open
100M “a hundred million” O'Driscoll: VC Funds Must Choose Between Max Multiple or High Ownership Rory O'Driscoll Nov 13, 2025
$50M “fifty million dollars” O'Driscoll: VC Funds Must Choose Between Max Multiple or High Ownership Rory O'Driscoll Nov 13, 2025
10× “10 X” O'Driscoll: VC Funds Must Choose Between Max Multiple or High Ownership Rory O'Driscoll Nov 13, 2025
20× “20 X” O'Driscoll: VC Funds Must Choose Between Max Multiple or High Ownership Rory O'Driscoll Nov 13, 2025
“five X” O'Driscoll: VC Funds Must Choose Between Max Multiple or High Ownership Rory O'Driscoll Nov 13, 2025
10× “10 X” O'Driscoll: Small High-MOIC Funds Are Best Allocation for Marginal LP Dollars Rory O'Driscoll Nov 13, 2025
“five X” Randle: Mega-fund leaders like Andreessen and Horowitz cannot promise 5x returns Everett Randle Nov 10, 2025
32B “thirty-two billion” Randle: Passed on OpenAI at $32B valuation over structural concerns Everett Randle Nov 10, 2025
1T “a trillion” Randle: OpenAI could raise at a $1T valuation next year Everett Randle Nov 10, 2025 Open
$1T “a trillion dollars” Randle: OpenAI could raise at a $1T valuation next year Everett Randle Nov 10, 2025 Open
$7B “seven billion dollars” Randle: Code generation market reached $6B to $7B ARR in 30 months Everett Randle Nov 10, 2025 Partly supported
1B “a billion” Randle: Multi-stage VC funds must invest in $1B ARR 'golden categories' Everett Randle Nov 10, 2025
$1B “a billion dollars” Randle: Code generation market will add $4B to $5B ARR this year Everett Randle Nov 10, 2025 Open
$5B “five billion dollars” Randle: Code generation market will add $4B to $5B ARR this year Everett Randle Nov 10, 2025 Open
“five X” Randle: AI apps achieve 5x higher gross profit per customer than SaaS Everett Randle Nov 10, 2025
1T “a trillion” Randle: AWS would be worth $1 trillion if spun out of Amazon Everett Randle Nov 10, 2025
60× “60 X” Randle: Benchmark's top fund investments outperform all post-ChatGPT OpenAI rounds Everett Randle Nov 10, 2025 Supported
30× “30 X” Randle: Benchmark's top fund investments outperform all post-ChatGPT OpenAI rounds Everett Randle Nov 10, 2025 Supported
20× “20 X” Randle: Benchmark's top fund investments outperform all post-ChatGPT OpenAI rounds Everett Randle Nov 10, 2025 Supported
100B “hundred billion” Randle: Tech offers far more $100B opportunities today than 15 years ago Everett Randle Nov 10, 2025 Supported
20% “20%” Randle: Benchmark does not strictly adhere to fixed 20% ownership targets Everett Randle Nov 10, 2025
25% “25%” Randle: Each Benchmark GP holds a 25% equal stake in the firm Everett Randle Nov 10, 2025 Supported
$50B “fifty billion dollars” Randle: First deal back at Kleiner Perkins was SpaceX at $150B Everett Randle Nov 10, 2025
100× “hundred X” Randle: Figma investment at 100x ARR generated a 30-40x return Everett Randle Nov 10, 2025 Supported
40× “40 X” Randle: Figma investment at 100x ARR generated a 30-40x return Everett Randle Nov 10, 2025 Supported
$3B “three billion dollars” Randle: Writing mega-growth checks prevents firms from staying focused on Series A Everett Randle Nov 10, 2025
$12B “twelve billion dollars” Randle: Writing mega-growth checks prevents firms from staying focused on Series A Everett Randle Nov 10, 2025
95% “95%” Randle: Writing mega-growth checks prevents firms from staying focused on Series A Everett Randle Nov 10, 2025
“five X” Randle: Benchmark targets over 5x net returns for LPs Everett Randle Nov 10, 2025
90% “90%” Randle: AI boom will face an inevitable crash before producing massive winners Everett Randle Nov 10, 2025
70% “70%” Randle: CoreWeave and AI cloud providers will eventually crash 70% Everett Randle Nov 10, 2025 Open
100% “hundred percent” Sales Ability Is Innate and Cannot Be Taught From Scratch Chad Peets Nov 7, 2025
3B “three billion” Chris Degnan Is the Only CRO to Scale From $0 to $3B Chad Peets Nov 7, 2025 Supported
“three times” Field Sales Reps Must Yield 3x Their On-Target Earnings Chad Peets Nov 7, 2025
90% “90%” 90% Gross Retention Indicates Strong Product Fit; 70% Signals Failure Chad Peets Nov 7, 2025
70% “70%” 90% Gross Retention Indicates Strong Product Fit; 70% Signals Failure Chad Peets Nov 7, 2025
30% “30%” O'Driscoll: Mature 30%-growth SaaS companies are valued at 6-7x NTM revenue Rory O'Driscoll Nov 6, 2025 Partly supported
“seven times” O'Driscoll: Mature 30%-growth SaaS companies are valued at 6-7x NTM revenue Rory O'Driscoll Nov 6, 2025 Partly supported
1B “a billion” Stebbings: Lightspeed turned $257M into $1B on Navan for ~4x return Harry Stebbings Nov 6, 2025 Supported
“four X” Stebbings: Lightspeed turned $257M into $1B on Navan for ~4x return Harry Stebbings Nov 6, 2025 Supported
5% “Five percent” O'Driscoll: Late-stage VC funds cannot return a fund from a single deal Rory O'Driscoll Nov 6, 2025
20× “20 X” O'Driscoll: Late-stage VC funds cannot return a fund from a single deal Rory O'Driscoll Nov 6, 2025
50M “fifty million” Stebbings: AI startup Harvey raised $150M at an $8B valuation Harry Stebbings Nov 6, 2025 Partly supported
8B “Eight billion” Stebbings: AI startup Harvey raised $150M at an $8B valuation Harry Stebbings Nov 6, 2025 Partly supported
50M “fifty million” Stebbings: Harvey hit $150M ARR with 170% net dollar retention Harry Stebbings Nov 6, 2025 Supported
40% “40%” Stebbings: Harvey hit $150M ARR with 170% net dollar retention Harry Stebbings Nov 6, 2025 Supported
98% “98%” Stebbings: Harvey hit $150M ARR with 170% net dollar retention Harry Stebbings Nov 6, 2025 Supported
170% “170%” Stebbings: Harvey hit $150M ARR with 170% net dollar retention Harry Stebbings Nov 6, 2025 Supported
20× “20 X” Lemkin: Harvey's valuation implies $400M in forward annual recurring revenue Jason Lemkin Nov 6, 2025
8% “eight percent” Lemkin says his last three VC investments yielded 6-8% ownership Jason Lemkin Nov 6, 2025
11% “11%” Scale Venture Partners targets 10-11% average equity ownership per deal Rory O'Driscoll Nov 6, 2025
10% “10%” Lemkin: YC Advises Founders to Sell Max 10% Equity Around Demo Day Jason Lemkin Nov 6, 2025 Partly supported
70B “seventy billion” Lemkin: Anthropic projects $70 billion in revenue by 2028 Jason Lemkin Nov 6, 2025 Supported
$70B “seventy billion dollars” O'Driscoll: Meta spending $70 billion on AI is inefficient Rory O'Driscoll Nov 6, 2025
20B “Twenty billion” O'Driscoll: Legacy SaaS giants have lost high-valuation growth premium Rory O'Driscoll Nov 6, 2025
15% “15%” O'Driscoll: Legacy SaaS giants have lost high-valuation growth premium Rory O'Driscoll Nov 6, 2025
5% “five percent” O'Driscoll: Legacy SaaS giants have lost high-valuation growth premium Rory O'Driscoll Nov 6, 2025
“six times” O'Driscoll: Legacy SaaS giants have lost high-valuation growth premium Rory O'Driscoll Nov 6, 2025
“four times” O'Driscoll: Legacy SaaS giants have lost high-valuation growth premium Rory O'Driscoll Nov 6, 2025
123× “123 times” Rory O'Driscoll: Palantir is cash flow positive trading at 123x revenue Rory O'Driscoll Nov 6, 2025 Supported
8B “eight billion” Lemkin: Harvey will improve next year and replace more legal associates Jason Lemkin Nov 6, 2025
20% “20%” O'Driscoll: Salesforce must automate 20-30% of customers within two years Rory O'Driscoll Nov 6, 2025
30% “30%” O'Driscoll: Salesforce must automate 20-30% of customers within two years Rory O'Driscoll Nov 6, 2025
20M “twenty million” Pineau: Meta's 2019 RoBERTa model hit 20M monthly downloads during LLM hype Joelle Pineau Nov 3, 2025 Supported
10% “10%” Ferriss deliberately alienates 10% of his audience to preserve his authenticity Tim Ferriss Oct 31, 2025
100M “a hundred million” Ferriss: Viral video clips with 100M+ views drove zero podcast growth Tim Ferriss Oct 31, 2025
70% “70%” Ferriss estimates 70% to 80% of his wealth came from angel investing Tim Ferriss Oct 31, 2025
20% “20%” Ferriss estimates 70% to 80% of his wealth came from angel investing Tim Ferriss Oct 31, 2025
10% “10%” Ferriss estimates 70% to 80% of his wealth came from angel investing Tim Ferriss Oct 31, 2025
50M “fifty million” Ferriss: Selling Shopify shares immediately after IPO lockup cost him $150 million Tim Ferriss Oct 31, 2025
100× “hundred X” Ferriss: Personal investment policy is now holding all startup equity indefinitely Tim Ferriss Oct 31, 2025
75M “seventy-five million” Ferriss: Venture managers scale fund sizes primarily due to management fee economics Tim Ferriss Oct 31, 2025
10× “10 X” O'Driscoll: Microsoft Achieved a 10x Return on its $13B OpenAI Investment Rory O'Driscoll Oct 30, 2025 Supported
$44B “forty four billion dollars” O'Driscoll: Bret Taylor Forced Elon Musk to Complete $44B Twitter Acquisition Rory O'Driscoll Oct 30, 2025 Supported
1B “a billion” O'Driscoll: Microsoft was the only investor to give OpenAI $1B in 2019 Rory O'Driscoll Oct 30, 2025 Supported
$5B “five billion dollars” O'Driscoll: VC Ownership Targets Matter Usually, But Not for Outliers Rory O'Driscoll Oct 30, 2025
90% “90%” O'Driscoll: VC Ownership Targets Matter Usually, But Not for Outliers Rory O'Driscoll Oct 30, 2025
10% “10%” O'Driscoll: VC Ownership Targets Matter Usually, But Not for Outliers Rory O'Driscoll Oct 30, 2025
1% “one percent” O'Driscoll: VC Ownership Targets Matter Usually, But Not for Outliers Rory O'Driscoll Oct 30, 2025
300B “three hundred billion” O'Driscoll: SoftBank is funding OpenAI at $300B and $500B valuations simultaneously Rory O'Driscoll Oct 30, 2025 Partly supported
500B “five hundred billion” O'Driscoll: SoftBank is funding OpenAI at $300B and $500B valuations simultaneously Rory O'Driscoll Oct 30, 2025 Partly supported
500B “five hundred billion” O'Driscoll: OpenAI will reach a $1 trillion valuation in two years Rory O'Driscoll Oct 30, 2025 Open
12B “twelve billion” O'Driscoll: OpenAI will reach a $1 trillion valuation in two years Rory O'Driscoll Oct 30, 2025 Open
40× “40 times” O'Driscoll: OpenAI will reach a $1 trillion valuation in two years Rory O'Driscoll Oct 30, 2025 Open
“two times” Stebbings: Top VC firms force LPs into 2:1 fund stapling requirement Harry Stebbings Oct 30, 2025 Open
500M “five hundred million” Stebbings: Mercor hit $500M revenue run rate in 17 months Harry Stebbings Oct 30, 2025 Open
$400B “four hundred billion dollars” O'Driscoll: AI model companies spend $300B to $400B on compute Rory O'Driscoll Oct 30, 2025 Supported
$4B “four billion dollars” O'Driscoll: AI model companies spend $300B to $400B on compute Rory O'Driscoll Oct 30, 2025 Supported
50% “50%” Stebbings: Two buyers generate over 50% of AI labeling revenues Harry Stebbings Oct 30, 2025 Contradicted
23B “twenty three billion” Lemkin: $23B to $30B valuation bump is not a real up-round Jason Lemkin Oct 30, 2025
30B “thirty billion” Lemkin: $23B to $30B valuation bump is not a real up-round Jason Lemkin Oct 30, 2025
18% “18%” O'Driscoll: Carta data shows 18% of 2018 Series Bs returned over 5x Rory O'Driscoll Oct 30, 2025 Open
10% “10%” O'Driscoll: Carta data shows 18% of 2018 Series Bs returned over 5x Rory O'Driscoll Oct 30, 2025 Open
“two X” O'Driscoll: Carta data shows 18% of 2018 Series Bs returned over 5x Rory O'Driscoll Oct 30, 2025 Open
“five X” O'Driscoll: Carta data shows 18% of 2018 Series Bs returned over 5x Rory O'Driscoll Oct 30, 2025 Open
10× “10 X” O'Driscoll: Carta data shows 18% of 2018 Series Bs returned over 5x Rory O'Driscoll Oct 30, 2025 Open
100× “hundred X” O'Driscoll: Carta data shows 18% of 2018 Series Bs returned over 5x Rory O'Driscoll Oct 30, 2025 Open
60% “60%” O'Driscoll: At most 50% to 60% of fund capital goes to follow-ons Rory O'Driscoll Oct 30, 2025
“two X” O'Driscoll: Scale backed a 2x runner-up over a 15x market leader Rory O'Driscoll Oct 30, 2025
15× “15 X” O'Driscoll: Scale backed a 2x runner-up over a 15x market leader Rory O'Driscoll Oct 30, 2025
1.5B “a half billion” Lemkin: Salesloft exit at $2.5B in December 2021 was market peak Jason Lemkin Oct 30, 2025
14% “14%” Stebbings: Google owns 14% of Anthropic Harry Stebbings Oct 30, 2025 Supported
1B “a billion” Stebbings: Ramp reaches $1B revenue as Brex hits $700M near breakeven Harry Stebbings Oct 30, 2025 Supported
150B “one hundred fifty billion” Cahn: AI infrastructure investment requires $840B in end-user revenue David Cahn Oct 27, 2025
300B “three hundred billion” Cahn: AI infrastructure investment requires $840B in end-user revenue David Cahn Oct 27, 2025
600B “six hundred billion” Cahn: AI infrastructure investment requires $840B in end-user revenue David Cahn Oct 27, 2025
40B “forty billion” Cahn: AI infrastructure investment requires $840B in end-user revenue David Cahn Oct 27, 2025
50% “50%” Cahn: AI infrastructure investment requires $840B in end-user revenue David Cahn Oct 27, 2025
5.1B “a fifty hundred million” Cahn: Top AI researchers command $50M to $1B compensation packages David Cahn Oct 27, 2025 Supported
1B “a billion” Cahn: Top AI researchers command $50M to $1B compensation packages David Cahn Oct 27, 2025 Supported
100M “hundred million” Cahn: Meta's $100M AI packages stem from underperformance David Cahn Oct 27, 2025
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