Assertion Not publicly verifiable AI assessment confidence: 90% certainty 4/5 debate potential 1/5

Rampell: Ribbit Capital's $85M Fund 1 delivered a 55x return

Alex Rampell · Alex Rampell: The Best Founders Materialise Capital, Customers & Labour | The Future of Venture · 20VC with Harry Stebbings · Jan 12, 2026 · at 4:53

Alex Rampell, General Partner at Andreessen Horowitz (a16z), discusses LP return expectations and cites performance numbers from his personal venture investments.

0:00 / 0:14exact quote · 14.4s
▶ Watch the full episode on YouTube → 720p mp4 · rendered on demand · StarZero watermark
“One of my good friends is this guy, Mickey Malka at Ribbit. I was lucky to be an investor in his fund one personally. And it's like, that was like a 55 X fund on, I think it was like an eighty five million dollar fund, but 55 X, like that's insane.”

quote is from the automated transcript, cleaned for reading: filler sounds and stutters are removed, nothing is rephrased. names can be misheard (the analysis reads context, assessments check outside sources). how →

More from Alex Rampell

Prediction Open · timeframe Jan 2031
Rampell: Only 5% of current unicorns will ever go public
“So probably of the unicorn class, I would bet that maybe five percent will ever be able to go public.”
Alex Rampell Jan 12, 2026 ▶ 30:17 Alex Rampell: The Best Founders Materialise Capital, Customers & Labour | The Future of Venture · 20VC with Harry Stebbings
Opinion
Rampell: Massive founder secondaries disconnect founders from employees and investors
“I will say on the record, I hate massive secondaries, because it kind of turns you from the count of Monte Cristo to, like, the, you know, whatever the opposite of that would be, like, the I, I'm now gonna go vacation in you know, Cote d'Azur or something. Lik…”
Alex Rampell Jan 12, 2026 ▶ 30:27 Alex Rampell: The Best Founders Materialise Capital, Customers & Labour | The Future of Venture · 20VC with Harry Stebbings
Prediction Not checkable as stated
Rampell: AI could drive Zendesk's seat-based revenue down to zero
“On the other side, you have things like Zendesk, right? Where it's like, how many licenses per seat do you need of Zendesk? If now every customer support ticket can be answered automatically, you need zero license. Like their revenue could go down a hundred pe…”
Alex Rampell Jan 12, 2026 ▶ 1:04:55 Alex Rampell: The Best Founders Materialise Capital, Customers & Labour | The Future of Venture · 20VC with Harry Stebbings
Insight
Rampell: The best software companies have hostages, not customers
“The best companies have hostages, not customers.”
Alex Rampell Jan 12, 2026 ▶ 22:03 Alex Rampell: The Best Founders Materialise Capital, Customers & Labour | The Future of Venture · 20VC with Harry Stebbings
Insight
Alex Rampell: Asset classes require being a large generalist or small specialist
“My view is most asset classes, you either have to be a large generalist or a small specialist.”
Alex Rampell Jan 12, 2026 ▶ 6:07 Alex Rampell: The Best Founders Materialise Capital, Customers & Labour | The Future of Venture · 20VC with Harry Stebbings
Insight
Rampell: Wanting $50M Is Insufficient Motivation for Large VC Funds
“The motivation has to be beyond just, like, I want to make fifty million dollars, because if that's the motivation, that's great motivation. You know, I'm a capitalist. Like, we live in a capitalist society. If that's the only motivation, like, it's not going …”
Alex Rampell Jan 12, 2026 ▶ 19:50 Alex Rampell: The Best Founders Materialise Capital, Customers & Labour | The Future of Venture · 20VC with Harry Stebbings
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 1,200 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.