Users

topic on 16 shows · 41 statements across 40 episodes

the Y Combinator Startup Podcast Innovators & Investors Cheeky Pint American Optimist Masters of Scale Latent Space Lenny's Podcast No Priors the Official SaaStr Podcast Capital Allocators Top Founders the MAD Podcast How I Built This the a16z Podcast TBPN 20VC

41 statements about Users, every show

20VC Prediction Not checkable as stated
Reyes: Users will choose AI models based on opinions, not just performance
“Models are going to be like that as well, where they emit opinions and they have takes that are different from the ones that are most popular, and people will gravitate towards those.”
Eno Reyes Aug 29, 2026 ▶ 39:51 Should American Enterprises Work With Open-Source Chinese Models? | Only 10% of Neo-labs survive
a16z Assertion Not checkable as stated
LaFontaine: Over 80% of Whatnot's Daily Users Do Not Transact
“Most people don't, like, you know, greater than 80% of people don't purchase on a given day. They're just there watching, having fun.”
Grant LaFontaine Aug 19, 2026 ▶ 20:55 How Whatnot's Live Shopping Beats Traditional E-Commerce
Ranjan: User Conditioning Narrows Broad AI Into Single-Purpose Utilities
“When you do it this way, people who struggle with it end up falling out, and they're not your users anymore. And the people who use it, they get trained to say a very particular phrase to you. So they cannot even explore what else can you do, because they will…”
Peeyush Ranjan May 14, 2026 ▶ 53:03 S2 Ep10: How to Learn with the New Rules of AI ft. Peeyush Ranjan
20VC Prediction Not checkable as stated
Andreessen: Over 99% of AI's economic value will accrue to users
“I think AI is the exact, I think it's already that way. I think it's going to be exactly the same way. It might even be greater than that. It might be 99.9999% of the value of AI is going to accrue to the users, not to the companies that make the AI.”
Marc Andreessen Mar 30, 2026 ▶ 1:00:13 Marc Andreessen: Will a16z Go Public & Why Labour Displacement with AI is Wrong? · 20VC with Harry Stebbings
CHEEKY PINT Assertion Not checkable as stated
Lopes Lara: 80% of Kalshi users only consume information without trading
“Most of our users, like, 80% of our users are actually just looking, like, consuming information. They're just coming in and seeing who's gonna win the Texas primary yesterday, and seeing, like, okay, the, this, the polls are saying they're tied, but they're n…”
Luana Lopes Lara Mar 17, 2026 ▶ 16:07 Creating prediction markets (and suing the CFTC) with Tarek Mansour and Luana Lopes Lara
LATENT SPACE Prediction Not checkable as stated
Nelson: SAM 3 Open Text Boxes Will Trigger Many Unprimed User Queries
“Now that you've kind of given this open text box for media, there's going to be a flood of the types of things users are going to want to try to do, some of which SAM is already going to be really well adapted to do, some of which not.”
Joseph Nelson Dec 18, 2025 ▶ 1:02:55 SAM 3: The Eyes for AI — Nikhila & Pengchuan (Meta Superintelligence), ft. Joseph Nelson (Roboflow)
20VC Assertion Supported
Google Sheets Had Over 100 Million Users During Code Rewrite
“We rewrote Google Sheets because it's a crazy scale. And so, you know, if you have something that has a hundred million plus users, which is what it had at the time, I think it's now like a billion users.”
Zach Lloyd Oct 17, 2025 ▶ 4:48 20VC: The Startup Adding $1M ARR Every Week | Competing Against OpenAI's Codex and Claude Code: Who Wins | Why Gemini is Failing and GPT-5 Is Winning | Do Margins Matter in a World of AI | The Ugly Truth About AI Coding with Zach Lloyd, Warp
Fisher: Users choose honest AI over sycophancy when asked at principle level
“But I think if you take a step back, and you say, hey, hold on a second, here's two principles, and you can choose the AI that follows this principle or this principle, The first principle is that we're never gonna blow smoke up your ass. We're only gonna tell…”
Jordan Fisher Oct 7, 2025 ▶ 35:54 Ask These Questions Before Starting An AI Startup · Y Combinator
MASTERS OF SCALE Prediction Not checkable as stated
Botsman: AI company misalignment with users will only worsen over time
“Where as you, as a company, are you not aligned? With the best interests of your users, of the people that you serve, of the people providing the inputs and the information, because those misalignment problems, they're integrity issues, and they are not going …”
Rachel Botsman Sep 26, 2025 ▶ 30:37 Build stronger trust on your teams (author Rachel Botsman) | Masters of Scale
CHEEKY PINT Assertion Not checkable as stated
Osika: Most Lovable users build purely within the platform without exporting code
“Most of our users, they just build purely in Lavable.”
Anton Osika Aug 29, 2025 ▶ 31:20 A conversation with Lovable CEO Anton Osika
Turley: Optimizing content for AI models mirrors appealing to human users
“The way to appeal to an AI model ideally is the same way that you would appeal to a real user because the model is supposed to proxy the interest of the user and nothing else.”
Nick Turley Aug 9, 2025 ▶ 1:18:11 Inside ChatGPT: The fastest growing product in history | Nick Turley (OpenAI)
TBPN Assertion Not checkable as stated
Cliffton: Zipline power users have ordered 300 times in 12 months
“We have users who have ordered 300 times in the last 12 months.”
Keller Cliffton Apr 17, 2025 ▶ 9:27 This Company is Building the Future of Logistics | Keller Cliffton on TBPN April 10th
20VC Insight
Hudack: Users lie in research and tell builders what they want to hear
“You can do user research along the way, but, you know, the reality is that, that users lie when you talk to them, and they will always tell you what they think you want to hear.”
Mike Hudack Sep 13, 2024 ▶ 10:58 Mike Hudack: How Facebook, Monzo and Deliveroo Build Great Products | E1201 · 20VC with Harry Stebbings
NO PRIORS Prediction Not checkable as stated
Steinberger: AI inference spending will follow an extreme power-law distribution
“There'll be users who will want to spend less money, and users will want to spend more money, and this is likely going to follow some sort of very sort of spiky distribution, where there'll be like four users spending a million dollars, and, you know, four bil…”
Eric Steinberger Aug 30, 2024 ▶ 7:58 No Priors Ep. 79 | With Magic.dev CEO and Co-Founder Eric Steinberger
Seibel: Spending time with users cures macro thinking because users disregard macro
“I also think spending time with your users is a cure for this because your users don't care about macro at all.”
Michael Seibel Mar 21, 2024 ▶ 17:22 Why Founders Shouldn't Think Like Investors · Y Combinator
20VC Insight
Wu: Ignore user requests only when they conflict with core values
“I think listening to users is normally extremely important, though I think the one exception might be when something that users are asking for Conflicts with one of your core product values. But then I still think you don't like ignore them, but I think it's j…”
Will Wu Feb 2, 2024 ▶ 52:05 Will Wu: Top Five Product Lessons from Creating Snapchat "Discover" and "Chat" | E1111 · 20VC with Harry Stebbings
Antin: Casual customer conversations do not constitute valid research
“Anyone can talk to a user that does not constitute research or insights work, you know, because one user can be powerful, but one user can be idiosyncratic.”
Judd Antin Jan 4, 2024 ▶ 39:20 The UX Research reckoning is here | Judd Antin (Airbnb, Meta)
Seibel: Founders pursue superficial startup status symbols to impress peers
“These are things that founders do to impress themselves, to impress other founders. The user is not essential.”
Michael Seibel Jun 30, 2023 ▶ 12:56 Silicon Valley's Cargo Culting Problem · Y Combinator
Hoffman: Entrepreneurs must both listen to users and selectively ignore them
“This is a great example of how entrepreneurs need to both listen to what users say and selectively ignore them. People can't always accurately predict their own tastes or even their own interests.”
Reid Hoffman May 19, 2023 ▶ 14:14 Meta's Mark Zuckerberg: Imperfect is perfect
SAASTR Assertion Not checkable as stated
Robertson: A Sprout Social re-engagement email recovered 62% of dropping-off users
“This one email saw 62% of users that were dropping off logging back into the app and becoming sticky again.”
Tara Robertson Apr 25, 2023 ▶ 17:58 Customer Marketing Strategies Guaranteed to Grow Your Business with Bitly CMO Tara Robertson
Seibel: Founders Mistakenly Use Advisors as a Shortcut for Customer Research
“One is this assumption that we are like godlike advisors with complete understandings of every user base and every problem in the world. And like, They can kind of like shortcut talking to users if they just spend enough time talking to us. And so that one is …”
Michael Seibel Feb 23, 2023 ▶ 10:14 The Hard Conversations Founders Don't Want to Have · Y Combinator
Nika: Any product with user behavior data can be improved with AI
“Basically, anything where you can get data behind the behavior of the users can be improved with AI.”
Marily Nika Feb 5, 2023 ▶ 12:23 AI and product management | Marily Nika (Meta, Google)
Seibel: Second-time founders default to expert advice over talking to users
“As a second time founder, it's just as hard to talk to your users But it's 10 times easier to talk to experts. So almost by extension, it's like even harder to talk to your users.”
Michael Seibel Sep 15, 2022 ▶ 3:50 Advantages Of A First-Time Founder · Y Combinator
Taggar: Investors understanding users better than founders is a bad sign
“If a founder can't come back, if I feel like I better understand the user than the founder does, that's a bad sign.”
Harj Taggar Apr 29, 2022 ▶ 7:07 Investors Said No, Now What? · Y Combinator
MAD Assertion Not publicly verifiable
Craib: Some individual Numerai contributors have earned over $1 million
“And there's some users that have made more than a million dollars.”
Richard Craib Jan 31, 2022 ▶ 19:03 Fireside Chat: Richard Craib (Founder & CEO, Numerai) with Matt Turck (Partner, FirstMark)
MAD Disclosure
Craib: Numerai users retain all source code and intellectual property
“They never give us their code. They never assigning us IP around their models. They can train them in any way they want to keep them on any server they want. The only thing they have to do is provide us the predictions every week.”
Richard Craib Jan 31, 2022 ▶ 21:50 Fireside Chat: Richard Craib (Founder & CEO, Numerai) with Matt Turck (Partner, FirstMark)
Balaji: Edge-case harm is exaggerated to control 99% of users
“Even from a pure utilitarian standpoint, I think that edge case harm is often exaggerated to you know, to basically control 99% of people.”
Balaji Srinivasan Aug 11, 2021 ▶ 13:01 Balaji Srinivasan: Bitcoin, China, the "Woke" Mob, and the Future of the Internet · Joe Lonsdale
Massey: Algorithmic buy-in requires giving users a small degree of control
“So it was the act of participating rather than the amount of influence that made the difference, and I think this is very general advice for people who are selling models or analytics. You got to let the users in a little bit. You got to let them kind of put t…”
Cade Massey Apr 19, 2021 ▶ 39:16 Cade Massey – People Analytics in Investing and the NFL (Capital Allocators, EP.190)
20VC Assertion Supported
Stebbings: Spotify has 345 million users and 155 million subscribers
“It's a popular audio streaming subscription service with three hundred and forty five million users, including one hundred and fifty five million subscribers across 170 markets”
Harry Stebbings Mar 8, 2021 ▶ 0:28 20VC: Spotify Founder Daniel Ek on Optimising Decision-Making, Structuring Effective Learning Processes, The Trials and Tribulations in The Transition From Founder To CEO & The Future of Building Prima Materia with Shakil Khan
TOP FOUNDERS Assertion Not checkable as stated
Schiltz: Conga has reached nearly 11,000 customers and 800,000 users
“Close to 11,000 now. Yeah, definitely strong growth. Close to 800,000 users now.”
Matt Schiltz Feb 12, 2019 ▶ 4:03 1298 Conga Passes 11k Customers, $80m ARR, Q1 2019 IPO?
a16z Opinion
Wilson: Web2 users deserve financial equity for building platform value
“It's just not right, particularly for a lot of these businesses where the user is the product. Right? Facebook users made Facebook. Twitter users made Twitter. You know, YouTube users made YouTube, right? It's just not right that the people who make the produc…”
Fred Wilson Jan 2, 2019 ▶ 32:14 a16z Podcast | Technological Trends, Capital, and Internet 'Disruption'
a16z Opinion
Dixon: The security community unfairly blames non-technical users for breaches
“It feels like a lot of the security community just tries to push these the burden onto users and say, well, it's the user's fault for not doing all of these complicated measures when in fact, you know, of course the users mostly aren't technical and aren't sec…”
Chris Dixon Jan 2, 2019 ▶ 12:52 a16z Podcast | Establishing Online Identity is Hard -- It Shouldn't Be
a16z Insight
Startups in doubt about location should establish themselves closest to their users
“This is, I think, a universal advice is that If startup has doubts about where to locate themselves is probably closest to the users is not the worst bet.”
Sten Tamkivi Jan 2, 2019 ▶ 6:50 a16z Podcast | Software and Overcoming the Randomness of Birthplace
Graham: Obsessing over users creates great products without visionary creativity
“If you care enough about users, you can just follow what will make users happy the way a scientist follows the truth, and eventually, Without much thinking on your part the need to grow will give you this product idea that's actually the product, that's the re…”
Paul Graham Sep 1, 2018 ▶ 37:27 A Conversation with Paul Graham - Moderated by Geoff Ralston · Y Combinator
Startup users judge founders strictly by their product, not their credentials
“You've been trained to believe that you'll be judged by your credentials, but in a startup, it's the users who judge you, and they don't care about your credentials, they care about your product.”
Jessica Livingston Jul 11, 2018 ▶ 25:45 Jessica Livingston Shares 9 Things She Learned From Founding YC · Y Combinator
Altman: User Love Today Best Predicts Future TAM
“The thing that I have seen be most predictive for TAM's total addressable market, the thing that I have seen be most predictable for a large TAM down the road is how much the people that are using it today use it and love it.”
Sam Altman Feb 23, 2018 ▶ 5:58 Uncut Interview with Sam Altman on Masters of Scale [Audio] · Y Combinator
TOP FOUNDERS Disclosure
Hall: Bynder has over 250,000 users in its system
“Over 250,000 users in the, in, in the system.”
Chris Hall Feb 18, 2018 ▶ 6:32 939 How he Bootstrapped To $15m in ARR Before $20m Round from IVP
20VC Insight
Altman: User Dislike Is an Untreatable Startup Flaw
“A very bad word is a product that no one likes. That one I would stay away from. But when it feels like users are pulling the product out of the company, they're figuring out how to use it even though it's hard and broken because they just like it so much. Tha…”
Sam Altman Jan 17, 2018 ▶ 13:43 20VC: Sam Altman, Y Combinator President on What Makes Truly Great Leaders, Why We Will See A Compression of Seed Funding & The Future Scaling of YC
20VC Opinion
Sideman: Centralized platforms capture billions while creators get almost no value
“And then, you know, the second thing is there's a very disproportionate allocation of the value generated from these digital media networks. The internet started with this beautiful promise of a level playing field, but it ends up with what's happening is that…”
Adi Sideman Oct 27, 2017 ▶ 9:34 20VC: Why Decentralisation is Key For Digital Media Distribution, Why Gradual Decentralisation Is The Most Practical Approach and Why Incumbents Are The Biggest Barrier To The Rise of Crypto with Adi Sideman, Founder & CEO @ YouNow
HOW I BUILT THIS Assertion Not checkable as stated
Systrom: Burbn had only 100 users before pivoting to Instagram
“We, I mentioned we got to about a hundred users using this app.”
Kevin Systrom Sep 19, 2016 ▶ 6:20 Instagram: Kevin Systrom & Mike Krieger
Livingston: The Most Successful Founders Focus Exclusively on Product and Users
“The most successful founders, I've noticed, are totally focused on two things. Building their product and making something people want, which of course is our motto and talking to their users. And they do not let themselves get distracted by anything else.”
Jessica Livingston Aug 30, 2016 ▶ 1:42 Jessica Livingston : How to Build the Future · Y Combinator

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