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Klaviyo

4 statements across 1 episodes · 1 bullish · 2 bearish · 3 people on the record · first statement Sep 22, 2023 by Jason Calacanis · said 15 times in 3 episodes since 2023 · across every show →

Mentions by year

brought up most by David Sacks (9), Chamath Palihapitiya (3), Jason Calacanis (2), David Friedberg (1)

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00821532023episodesmentions
0232023episodes it came up in
002.51.5532023episodesmentions per episode
2023 15 mentions in 3 episodes 5 per episode

every mention, scene by scene, with the transcript →

Everything said about Klaviyo, oldest first

Sep 22, 2023 neutral
Assertion Supported
Calacanis: Instacart, Klaviyo, and Arm floated under 10% in IPOs
“Instacart's float was 6.7%, and Klaviyo's float 7.6. Arms float almost hit the 10%, 9.4”
Jason Calacanis Sep 22, 2023 ▶ 30:04 E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
Sep 22, 2023 negative
Assertion Partly supported
Palihapitiya: Arm, Instacart, and Klaviyo breached issue prices within days
“All three IPOs within a few days have breached their issue price.”
Chamath Palihapitiya Sep 22, 2023 ▶ 29:10 E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
Sep 22, 2023 bullish
Prediction Partly held up
Sacks: Klaviyo will probably reach $1B ARR in 2024
“Project that forward, they're probably going to be at a billion in ARR next year.”
David Sacks Sep 22, 2023 ▶ 56:18 E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
Sep 22, 2023 negative
Assertion Partly supported
Sacks: 70% of Klaviyo's business depends on Shopify
“The only vulnerability or negative, I think, about Clavio's business is the fact that 70% of it is on Shopify.”
David Sacks Sep 22, 2023 ▶ 59:14 E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more
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