Neo

fund on 16 shows · 15 statements across 7 episodes · said 111 times in 35 episodes since 2015

20VC 32 TBPN 23 Big Technology 15 All-In 15 A Product Market Fit Show 7 WTF is with Nikhil Kamath 3 Sourcery 3 My First Million 2 the a16z Podcast 2 the Y Combinator Startup Podcast 1 Innovators & Investors 1 Latent Space 1 the Startup Ideas Podcast 1 Capital Allocators 1 the MAD Podcast 1 David Senra 1

Mentions by year, every show

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0815201520162017201820192020202120222023202420252026episodes it came up in
0057.51015201520162017201820192020202120222023202420252026episodesmentions per episode

20VC 32TBPN 23All-In 15Big Technology 15A Product Market Fit Show 7Sourcery 3WTF is with Nikhil Kamath 3the a16z Podcast 28 more shows

2026 34 mentions in 14 episodes 2 per episode
2025 56 mentions in 13 episodes 4 per episode
2024 4 mentions in 2 episodes 2 per episode
2023 3 mentions in 3 episodes 1 per episode
2022 10 mentions in 1 episode
2019 1 mention in 1 episode
2015 1 mention in 1 episode

every mention on every show, scene by scene, with the transcript →

15 statements about Neo, every show

20VC Assertion Partly supported
Stebbings: SpaceX closes $60B takeover of Cursor
“SpaceX closes the sixty billion dollar all stock takeover of cursor, minting thousand X returns for the likes of Alipartovia Neo. Open AI startup fund is a mega winner who invested six to eight million dollars very early, which Rory, I thought of you when you …”
Harry Stebbings Aug 20, 2026 ▶ 1:12 Stripe's $8B OpenRouter Bet | Anthropic's First Profit & The Math Behind Reaching $600B in Revenue?
ALL-IN Prediction Open · timeframe Dec 2026
Børnich: 1X will ship initial NEO humanoid robots in 2026
“So we will ship in twenty-twenty-six. Now, expectation managing here, it'll be slow in the beginning. We want to do it right. But there will be a handful of customers that get their NIO in twenty-twenty-six”
Bernt Børnich Jul 29, 2026 ▶ 15:29 The $1/Hour Robot Is Coming: Four Industry Leaders Explain What’s Next
ALL-IN Disclosure
Børnich: 1X will launch the NEO humanoid robot as a developer platform
“We are going to allow a lot of people to build on NIO. So we are also launching NIO as a platform.”
Bernt Børnich Jul 29, 2026 ▶ 16:18 The $1/Hour Robot Is Coming: Four Industry Leaders Explain What’s Next
ALL-IN Assertion Not checkable as stated
Børnich: 1X sold out 10,000 NEO pre-orders in first few days
“We sold out the first 10 K in the first few days.”
Bernt Børnich Jul 29, 2026 ▶ 17:32 The $1/Hour Robot Is Coming: Four Industry Leaders Explain What’s Next
ALL-IN Prediction Not checkable as stated
Børnich: 1X expects to ship a fully autonomous NEO experience
“I am very happy to say that I think we will actually be able to ship something that's very close to full autonomy, which we did not want to promise when we launched this because it was too early, but, and I'm not going to fully promise it yet, but the way it's…”
Bernt Børnich Jul 29, 2026 ▶ 18:20 The $1/Hour Robot Is Coming: Four Industry Leaders Explain What’s Next
20VC Opinion
Lemkin: Current Startup Fundraising Market Is the Most Binary in Our Lifetimes
“It's the most binary fundraising environment in our lifetimes, isn't it? You're either, you know, you're either YC, Neo, South Park Commons, got something, get funded, or who the hell's gonna find you in your pre-seed round, right? You either got, you know, yo…”
Jason Lemkin Nov 13, 2025 ▶ 56:27 Michael Burry Shorts NVIDIA and Palantir & Has Defensibility Died in a World of AI? · 20VC with Harry Stebbings
20VC Opinion
Jason Lemkin: Series A is experiencing its best-ever deal funnel
“This is a, the best of times to be a Series A investor because there is just an explosion of seed AI startups. There's so many and they can't all get funded. And I know it's stressful. I know it's hard, but it is a gift that thousands of founders are in San Fr…”
Jason Lemkin Nov 6, 2025 ▶ 1:10:17 Is a $4.5BN Exit Enough in VC? & Harvey Raises $150M & Why Google is a Buy and Amazon is a Sell · 20VC with Harry Stebbings
TBPN Disclosure
Partovi: Neo Raises $320 Million for Fourth Fund
“Today we just announced that we have raised three hundred and twenty million dollars in new funds.”
Ali Partovi Apr 28, 2025 ▶ 0:21 Missing PayPal and Google Made Him a Better Investor | Ali Partovi on TBPN
TBPN Assertion Supported
Partovi: Neo Was the Seed Investor in Cursor, Kalshi, and Bluesky
“It's our fourth fund on the heels of really successful bets on companies that we were the seed investor in, like Cursor, Kalshi, Blue Sky, and many more.”
Ali Partovi Apr 28, 2025 ▶ 0:28 Missing PayPal and Google Made Him a Better Investor | Ali Partovi on TBPN
TBPN Insight
Partovi: The core founder test is whether smart friends drop everything to join
“The real thing I look for, besides, I'd say technical ability is a kind of, it's an important prerequisite. We back technical founders. But I asked myself how magnetic is this person? That word magnetic. Specifically, I'm asking myself, if this person started …”
Ali Partovi Apr 28, 2025 ▶ 13:02 Missing PayPal and Google Made Him a Better Investor | Ali Partovi on TBPN
TBPN Assertion Not publicly verifiable
Partovi: Neo flew out parents of Neo Scholars for a weekend event
“This year, We actually created a, an event called parents weekend, where we flew out the parents of the neo scholars all for like a weekend long of like talks by Scott Wu from cognition and other, you know, other people who, whether they dropped out or started…”
Ali Partovi Apr 28, 2025 ▶ 20:15 Missing PayPal and Google Made Him a Better Investor | Ali Partovi on TBPN
TBPN Assertion Contradicted
Partovi: Majority of Thiel Fellows joined after raising millions and dropping out
“The majority of the Teal Fellows followed that path. They became a Teal Fellow Long after raising money, long after dropping out of college.”
Ali Partovi Apr 28, 2025 ▶ 22:06 Missing PayPal and Google Made Him a Better Investor | Ali Partovi on TBPN
TBPN Assertion Not checkable as stated
Partovi: OpenAI hired all 2024 new graduates through Neo
“Last year, OpenAI hired all of their new grad hires through NEO.”
Ali Partovi Apr 28, 2025 ▶ 22:35 Missing PayPal and Google Made Him a Better Investor | Ali Partovi on TBPN
PRODUCT MARKET FIT Assertion Supported
Tian claims Neo accelerator offers 2x better terms than Y Combinator
“NIO has like around two X better terms and it's like a tighter neck community, so it's like, it's only 20 20 startups per batch versus YC, I think it was like a 200 something.”
Wesley Tian Apr 24, 2025 ▶ 43:25 1st-time founder grows AI headshot app from $0 to $10M ARR in 2 years—with no funding. | Wesley T... · PMF Show
20VC Insight
Partovi: Negotiation strength comes from firm walkaway limits, not fake leverage
“Now, to be strong without misleading, all you need to do is to say, I won't accept that. You don't need to say why. You don't need to make implications for, I have a better offer or I don't. If you simply say, we won't do it for less than X, that's strength.”
Ali Partovi Jan 21, 2022 ▶ 22:13 20VC: How I Lost a $125M Deal with Yahoo by Being Too Honest, The M&A Meeting with Steve Jobs That Did Not Go Well and How U2's Bono Saved The Day For One Tech Startup with Ali Partovi, CEO @ Neo

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