S 1

topic on 8 shows · 9 statements across 9 episodes

Acquired Top Founders the MAD Podcast How I Built This the a16z Podcast Big Technology TBPN 20VC

9 statements about S 1, every show

BIG TECHNOLOGY Prediction Not checkable as stated
Siegler: Anthropic could file S-1 within weeks and IPO next month
“Presumably we're going to get the you know, the S one any day now, it could be this week, could be next week. And the, you know, the offering might be next month.”
M.G. Siegler Sep 9, 2026 ▶ 55:40 Apple’s Folding Phone "Duo" Is Here + OpenAI vs. Google vs. Anthropic Revisited — With M.G. Siegler
TBPN Assertion Supported
Reed: Figma S-1 reports 13M MAUs, two-thirds non-designers
“In the S one we reported, I think, thirteen million monthly active users, two thirds of which are not designers.”
Andrew Reed Aug 2, 2025 ▶ 1:12:15 Weekly Recap: Gwyneth Paltrow Saves Astronomer, Figma’s IPO, Top AI Researchers Ranked
ACQUIRED Assertion Supported
Facebook Had 425M Mobile Users but Zero Meaningful Mobile Revenue Pre-IPO
“We had more than four hundred and twenty five million monthly active users who used Facebook mobile products in December 2011. We anticipate that the rate of growth in mobile users will continue to exceed the growth rate of our overall MAUs for the foreseeable…”
David Rosenthal Oct 28, 2024 ▶ 3:23:17 Meta (Audio) · Acquired
20VC Assertion Partly supported
Mark Zuckerberg Wrote Facebook's S-1 in One Sitting on a Phone
“I mean, I think he wrote his S one in one sitting on a mobile phone.”
Chandra Narayanan Mar 13, 2024 ▶ 1:22:37 Chandra Narayanan: Top 5 Lessons from Leading Analytics at Facebook | E1126 · 20VC with Harry Stebbings
TOP FOUNDERS Assertion Supported
Asana S-1 Shows 40% of Revenue Growth from International Markets
“If you look at Asana's S-One 40% of their revenue growth was from international and it grew at a faster rate than their U.S. Volume did.”
Tripp Brockway May 23, 2023 ▶ 7:51 Learnings from 35.7K SaaS companies to help make you recession proof
TOP FOUNDERS Assertion Partly supported
Mortensen: Zoom's S-1 showed 53% of enterprise clients began individually
“They stated that 53% of all of their enterprise customers initially started as a single individual who just signed up and added their personal credit card.”
Dennis Mortensen Jul 9, 2021 ▶ 24:19 Did Everyone Make Money in the Bizzabo X.AI Deal?
MAD Assertion Supported
Snowflake S-1 filing entirely omitted the word developer
“If you read Snowflake's S-One, they never mentioned the word developer. That's all about the business analysts, The data scientists, et cetera, to help them kind of get, you know, insight into the data.”
Dev Ittycheria Apr 27, 2021 ▶ 17:34 Fireside Chat: Dev Ittycheria (President & CEO, MongoDB) with Matt Turck (Partner, FirstMark)
Chesky: Airbnb planned to file its S-1 in March 2020 before pausing
“We were, we're going to file it late March. We put on the shelf and recently we've been dusting it off, you know, and you have to update it because the business has changed.”
Brian Chesky Aug 13, 2020 ▶ 19:39 How I Built Resilience: Brian Chesky of Airbnb
a16z Assertion Supported
Jordan: Beanie Babies drove 7% of eBay's GMV at its IPO
“Beanie Babies were something like seven percent of all gross merchandise sales when eBay went public. In fact, that was not highlighted in the S-One.”
Jeff Jordan Jan 2, 2019 ▶ 13:43 a16z Podcast | Eyeballs on the Game

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