Jamin Ball

Everything Jamin Ball said on any show that made the record, most notable first. Each card names its show and opens the statement there.

20VC Prediction Held up

Ball: Major tech acquirers like Palo Alto Networks will buy few startups

“Palo Alto isn't going to go acquire 10 companies, right, in the next year. They might acquire a couple. Same with all these other, like, large acquirers.”

Jamin Ball Jan 10, 2024 ▶ 45:11 Ed Sim & Jamin Ball: Did Figma Kill M&A Markets & 3 Requirements to IPO in 2024 | E1101 · 20VC with Harry Stebbings

20VC Insight

Ball: IPO markets are always open at market-clearing prices

“The IPO markets are always open, right? You can always go public. It's just a question of, do you want to accept the market clearing price at that point in time?”

Jamin Ball Jan 10, 2024 ▶ 51:42 Ed Sim & Jamin Ball: Did Figma Kill M&A Markets & 3 Requirements to IPO in 2024 | E1101 · 20VC with Harry Stebbings

20VC Insight

Ball: Boring products that solve real problems build the biggest venture businesses

“Cool is the enemy of reality, right? There are a lot of products in venture companies that seem cool, but like at the end of the day, you need some, you need to solve a real tangible problem for someone. There's someone on the other end of the buying decision …”

Jamin Ball Jan 10, 2024 ▶ 1:05:36 Ed Sim & Jamin Ball: Did Figma Kill M&A Markets & 3 Requirements to IPO in 2024 | E1101 · 20VC with Harry Stebbings

20VC Insight

Ball: An enterprise AI strategy is impossible without a data strategy

“You don't have an AI strategy without a data strategy, right? And a lot of the AI value prop today really comes down to do you have your data house in order?”

Jamin Ball Jan 10, 2024 ▶ 1:08:09 Ed Sim & Jamin Ball: Did Figma Kill M&A Markets & 3 Requirements to IPO in 2024 | E1101 · 20VC with Harry Stebbings

20VC Assertion Supported

Ball: Bessemer invested in MindBody at $10M ARR on a $42M valuation

“This was 2010, and they were doing a deal at ten million of ARR at 42 pre”

Jamin Ball Jan 10, 2024 ▶ 59:40 Ed Sim & Jamin Ball: Did Figma Kill M&A Markets & 3 Requirements to IPO in 2024 | E1101 · 20VC with Harry Stebbings

The other half of the tape: Jamin Ball's own voice is left out of every number here. Other people bring the name up 14 times in 9 episodes across the shows. 1 statement on the record names them. every mention, with the transcript →

Who brings them up most Brad Gerstner 8Harry Stebbings 3Jason Lemkin 2Ravi Viswanathan 1

Statements about Jamin Ball, by other people (1)

BG2 Assertion Supported

Gerstner: Median software IPO over past decade had $185M revenue, 50%+ growth

“If you look at the, you know, the last 10 years, The average software IPO has been about a 185 in, in median in median revenue over the last 12 months, and it has over 50% growth.”

Brad Gerstner Apr 18, 2024 ▶ 6:17 Ep7. The Great IPO Debate, Tesla Robotaxi v Uber, Tech Check | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod

Every mention by year

One line per show, most statements first. The link opens Jamin's full record on that show: the calibration, argument clarity, speaking style and every statement made there.

Show	Role there	Eps	Statements	Record
20VCLEDGER	Partner, Altimeter Capital	1	24	67% 4/6	full record on 20VC →
BG2LEDGER	Partner, Altimeter Capital	1	5	—	full record on BG2 Pod →