John Lilly

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

20VC Prediction Not checkable as stated

John Lilly disagrees with Fred Wilson's consumer tech downturn thesis

“I mean, I don't know exactly what Fred's been talking about consumer downturn, but I don't, I think there's plenty of space. So, I think most people didn't think there was space for Snapchat a couple years ago. Now, now people do. You used to look at Musical.l…”

John Lilly Jan 23, 2017 ▶ 11:38 20VC: Greylock's John Lilly on How Greylock Continues To Invest In The Next Big Markets, The Importance Of Building Tribes & Why There will Be Another Boom In Mobile

20VC Opinion

Lilly: Microsoft has completely lost its software distribution advantage

“Microsoft has completely lost the distribution advantage, because people don't really create as much as a higher percentage of their material anymore on, on Windows machines.”

John Lilly Jan 23, 2017 ▶ 14:50 20VC: Greylock's John Lilly on How Greylock Continues To Invest In The Next Big Markets, The Importance Of Building Tribes & Why There will Be Another Boom In Mobile

20VC Opinion

John Lilly argues Google Apps succeeded despite being a mediocre product

“I feel like the office, the Google office suite is not a great product, but it's amazing because it's on the web.”

John Lilly Jan 23, 2017 ▶ 16:21 20VC: Greylock's John Lilly on How Greylock Continues To Invest In The Next Big Markets, The Importance Of Building Tribes & Why There will Be Another Boom In Mobile

20VC Prediction Not checkable as stated

Lilly: Mobile market will experience a secondary growth boom

“As you get, see more and more technology and mobile phones diffuse into how everybody works and how everybody lives, we'll start to see new use cases and we'll start to see a secondary boom.”

John Lilly Jan 23, 2017 ▶ 10:45 20VC: Greylock's John Lilly on How Greylock Continues To Invest In The Next Big Markets, The Importance Of Building Tribes & Why There will Be Another Boom In Mobile

20VC Prediction Not checkable as stated

Lilly: Virtual reality and augmented reality will not merge over time

“Oh, yeah, I don't think so. I think a lot of people think they will. Good odds that I'm wrong, but I really think they're just different use cases. I think that the idea that you're putting on a headset to get away from the world is quite different than AR, wh…”

John Lilly Jan 23, 2017 ▶ 18:31 20VC: Greylock's John Lilly on How Greylock Continues To Invest In The Next Big Markets, The Importance Of Building Tribes & Why There will Be Another Boom In Mobile

20VC Assertion Partly supported

Lilly: Median US mobile user installs zero new apps per month

“The median number of installs by a user in America on mobile per month of a new app is zero.”

John Lilly Jan 23, 2017 ▶ 7:50 20VC: Greylock's John Lilly on How Greylock Continues To Invest In The Next Big Markets, The Importance Of Building Tribes & Why There will Be Another Boom In Mobile

20VC Prediction Not checkable as stated

John Lilly: Low capital requirements create permanent seed investing ecosystem

“Like, I think what I would say is that we've created a sort of a permanent seed and angel investing environment, and because companies are getting created more and more with, like, less capital, with low capital requirements to get started I think we'll contin…”

John Lilly Jan 23, 2017 ▶ 12:59 20VC: Greylock's John Lilly on How Greylock Continues To Invest In The Next Big Markets, The Importance Of Building Tribes & Why There will Be Another Boom In Mobile

20VC Disclosure

John Lilly consistently makes exactly two venture investments per year

“I did two investments this year, I had two investments last year, I had two the year before, so I've been pretty consistent.”

John Lilly Jan 23, 2017 ▶ 13:23 20VC: Greylock's John Lilly on How Greylock Continues To Invest In The Next Big Markets, The Importance Of Building Tribes & Why There will Be Another Boom In Mobile

20VC Assertion Supported

Lilly: Mozilla had 12 employees and 5M users when he joined

“I went to Mozilla, and it was maybe 12, 12 employees, and I, you know, maybe five million users, and I worked on that for a long time, and built that up to be, you know, helped build that up to be quite a lot larger”

John Lilly Jan 23, 2017 ▶ 3:26 20VC: Greylock's John Lilly on How Greylock Continues To Invest In The Next Big Markets, The Importance Of Building Tribes & Why There will Be Another Boom In Mobile

The other half of the tape: John Lilly's own voice is left out of every number here. Other people bring the name up 12 times in 6 episodes across the shows. 1 statement on the record names them. every mention, with the transcript →

Who brings them up most Harry Stebbings 4Nikhil Basu Trivedi 3Dylan Field 3Sahil Lavingia 1Quentin Clark 1

Statements about John Lilly, by other people (1)

20VC Disclosure

Benchmark's John Lilly rejected Figma's seed round before leading Series A

“I had met John Lilly, the seed, and he turned us down, actually. But he said, hey, look, like, if you want to keep talking, I'm down.”

Dylan Field Apr 19, 2019 ▶ 14:53 20VC: Figma Founder Dylan Field on The Biggest Mistakes Young Founders Most Often Make, How To Go Slow To Go Fast With Venture Dollars & How The Design Process Will Fundamentally Change Over The Next 5-10 Years

Every mention by year

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

Show	Role there	Eps	Statements	Record
20VCLEDGER	Advising Partner, Gigascale Capital	1	9	50% 1/2	full record on 20VC →