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Q1

topic on 2 shows · 2 statements across 2 episodes

A Product Market Fit Show 20VC

2 statements about Q1, every show

20VC Prediction Not checkable as stated
O'Driscoll: AI agent activity could boost Claude's Q1 run rate by $200M
“This is probably good for, this is probably good for a couple of hundred million on Claude's run rate for Q one.”
Rory O'Driscoll Feb 5, 2026 ▶ 1:30:40 The SaaS Massacre: Public Market Collapse |Microsoft Lost $360B & NVIDIA’s $100B Dispute with OpenAI
PRODUCT MARKET FIT Assertion Supported
Walker: Q1 saw record startup acquisitions on Carta
“Q-one was the highest number of companies we've seen get acquired off of Carta ever.”
Peter Walker Aug 21, 2025 ▶ 51:24 Q2 2025: The new Series A Bar is $3M ARR—& only 20% of seed startups make it. | Peter Walker, Hea... · PMF Show

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