Silicon Valley

19 statements across 17 episodes · 3 bullish · 10 bearish · 16 people on the record · first statement Aug 28, 2018 by Eric Gunderson · said 164 times in 79 episodes since 2017 · across every show →

Mentions by year

brought up most by Alfonso de la Nuez (15), Dave Kellogg (11), Eric Rea (7), Julio Avalos (5), Jason Lemkin (5), Doug Song (5), David Barrett (5), Aydin Senkut (5)

tap a year for its mentions
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010202017201820192020202120222023202420252026episodes it came up in
002104202017201820192020202120222023202420252026episodesmentions per episode
2026 3 mentions in 1 episode
2025 8 mentions in 6 episodes 1 per episode
2024 6 mentions in 4 episodes 2 per episode
2023 10 mentions in 6 episodes 2 per episode
2022 37 mentions in 18 episodes 2 per episode
2021 24 mentions in 14 episodes 2 per episode
2020 8 mentions in 3 episodes 3 per episode
2019 53 mentions in 16 episodes 3 per episode
2018 12 mentions in 8 episodes 2 per episode
2017 3 mentions in 3 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Silicon Valley, oldest first

Aug 28, 2018 negative
Opinion
Gunderson: Most Silicon Valley VCs have no understanding of tech
“When I first came out, I was like, holy shit, most of these VCs have no, you know, no idea in regards to tech”
Eric Gunderson Aug 28, 2018 ▶ 12:25 Bootstrapping vs Fundraising
Apr 29, 2019 positive
Insight
Seka: Corporate equality requires continuous commitment rather than one-off audits
“This is not a one and done. You can't be like, oh, I went to the Bold Force meeting, I went to the Martin Luther King march, I did one pay audit. We're equal. Like, this is something that you decide to commit yourself to, and commit your company to”
Leila Seka Apr 29, 2019 ▶ 17:49 How we did it: Gender Equality, Equal Pay, and Racial Equality with Salesforce
Sep 18, 2019 negative
Opinion
Non-Valley founders face a higher risk of quitting due to disbelief
“And so outside of Silicon Valley, I think that all of us here are at far more risk of quitting because people just won't believe in what we're doing.”
Eric Rea Sep 18, 2019 ▶ 10:40 Going from $0 to $60M ARR in 4 Years with Podium CEO Eric Rea | SaaStr Software Community
Sep 18, 2019
Assertion Supported
Podium scaled from $0 to $60M ARR in four years
“In the past five years, my co-founder Dennis and I have built a SaaS company outside of Silicon Valley from zero to sixty million dollars of ARR in four years.”
Eric Rea Sep 18, 2019 ▶ 0:58 Going from $0 to $60M ARR in 4 Years with Podium CEO Eric Rea | SaaStr Software Community
Sep 18, 2019 positive
Insight
Founders with PMF must demand VC partner meetings over analyst calls
“Once you have a vision, and once you have the product market fit, you need to, you will only get what out of your business what you expect of it. So if you expect only to ever talk to analysts at these firms, guess what? That's all you'll talk to. But if you d…”
Eric Rea Sep 18, 2019 ▶ 19:54 Going from $0 to $60M ARR in 4 Years with Podium CEO Eric Rea | SaaStr Software Community
Sep 19, 2019 negative
Insight
Cassidy: Early all-male sales hiring creates network effects blocking later diversity
“I think when you know, your first 10 sales hires are guys. It's going to be tough to diversify from there because there tends to be sort of a network effect of how you hire, and I think moving outside your comfort zone early on, and obviously you want to hire …”
Brendon Cassidy Sep 19, 2019 ▶ 27:10 How to Hire a Great VP of Sales with SaaStr + Duo Security
Apr 20, 2020 negative
Opinion
Patel: Celebrating VC funding is like celebrating getting a mortgage
“We didn't want to do the typical fundraise announcement where, you know, everyone gets high fives because they raised X dollars at a Y valuation you know, which always seems like an odd thing to celebrate. It's a very Silicon Valley thing to do. It's sort of a…”
Mehul Patel Apr 20, 2020 ▶ 22:43 Lessons from Hired CEO: How to Move from Transactional to Recurring Revenue
Jan 10, 2021
Opinion
Kellogg: Ability to raise money separates winners from losers in Silicon Valley
“The ability to raise money is what separates the winners From the runners up and the losers.”
Dave Kellogg Jan 10, 2021 ▶ 1:45 Churn is dead. Long live Net Dollar Retention Rate with Dave Kellogg | SaaStr Software Community
Oct 16, 2021
Insight
Tejada: An IPO is only an exit for private investors, not the company
“I think the IPO is a really important milestone, and sometimes in Silicon Valley, We treat it more like an exit, but it's only an exit for your private investors. It's a really important milestone for the company”
Jennifer Tejada Oct 16, 2021 ▶ 7:01 Hyperscaling At Scale with PagerDuty's CEO, Jennifer Tejada | SaaStr Software Community
Nov 17, 2021 negative
Opinion
Barrett: Silicon Valley overwhelmingly operates on selling to a bigger sucker
“There's like, build a viable business which you care about things like profit margin, things like this, or you just sell to a bigger sucker. Overwhelmingly, Silicon Valley is based upon the latter of those, and like, the reality is at no point relevant in actu…”
David Barrett Nov 17, 2021 ▶ 10:39 The Highs and Lows of Fundraising from Founders That Have Raised $1B w/ Calendly, Coda, LaunchDarkly
Nov 19, 2021 negative
Insight
Roberge: Raising SaaS prices without a moat invites competitors to undercut you
“It works for a couple quarters because you're the only player in the category, but you are a ripe target for a bunch of hotshot engineers here in Silicon Valley to rebuild your product and charge half the price. So be careful about raising your prices unless y…”
Mark Roberge Nov 19, 2021 ▶ 5:11 The Most Common SaaS Sales Potholes and How to Avoid Them with Mark Roberge, HubSpot's ex-CRO
Mar 8, 2022 negative
Opinion
Clayton: Silicon Valley Defaults to English-Speaking Markets and Overlooks Asia
“When we think about international expansion in the Valley, we often say, oh yeah, UK or Australia or Canada. And it's you know, or sometimes we'll get really aggressive and we'll say, let's go after Europe. Like we rarely think I spent 10 years of my life in A…”
Tom Clayton Mar 8, 2022 ▶ 13:20 The Path to a Billion Dollars: How to Create Multi-Revenue Streams with Bill.com CRO Tom Clayton
Sep 13, 2022 positive
Insight
De la Nuez: European founders are more resourceful due to scarcer capital
“I think that if we're going to have more EU Based unicorns and references, we have to be bold, we have to think big, and by the way, I think we are much more resourceful in general. I feel like we're much more resourceful, again, because we have less access to…”
Alfonso de la Nuez Sep 13, 2022 ▶ 35:35 10 Lessons Learned Along the Path to $100M ARR | UserZoom's CEO and CMO | SaaStr Software Community
Nov 8, 2022 negative
Opinion
Reeves: Silicon Valley 'land grab' mentality fails to build durable businesses
“I think especially in Silicon Valley, the term land grab can be used as a way to rationalize kind of throwing out every business practice and just doing whatever it takes to win. That doesn't actually lead in my opinion to really long-term durable businesses.”
Josh Reeves Nov 8, 2022 ▶ 4:18 Gusto Co-Founder Josh Reeves: How Focusing on Delivering Customer Value Generates Business Value
Mar 21, 2023 negative
Insight
Lenta: Linear sales hiring models fail across diverse international markets
“It's not enough to take the advice of typically Silicon Valley-based, ah, ah, VC companies and say, well, build a productivity model around hiring salespeople, assign productivity to salespeople, and scale your organization in that way, because it turns out th…”
Ed Lenta Mar 21, 2023 ▶ 10:30 Lessons Learned in Scaling Early-Stage to Hyper-Growth Companies: From VMware, AWS and Databricks
Jun 27, 2023 negative
Insight
Parker Conrad: Silicon Valley's startup focus orthodoxy is wrong and limiting
“This conventional wisdom is wrong or at least extremely limiting, and there exists a set of companies that could be built that are often not built that break this rule.”
Parker Conrad Jun 27, 2023 ▶ 2:06 Rippling CEO Parker Conrad's Theory of the Compound Startup: Disrupting How We Think About Software
Sep 3, 2023 neutral
Insight
Kellogg: In a VC Arms Race, Founders Must Out-Raise or Pivot
“So, if you find yourself in this situation, it's probably a sign that you're in a really good category, but you either need to play to win, and go out raise the other guy, or you need to find pivot into some sub-segment where you're not directly competing with…”
Dave Kellogg Sep 3, 2023 ▶ 6:36 "The Top 5 Questions Every CEO Wrestles With Dave Kellogg, ex-CEO Host Analytics": SaaStr Classic
Dec 27, 2024
Insight
Halligan: Boston treats an IPO as the finish line, unlike Silicon Valley
“Boston, the IPO is the finish line. It's so come Valley. It's the starting line.”
Brian Halligan Dec 27, 2024 ▶ 11:42 HubSpot Co-Founder and Chair Brian Halligan on AI and SaaS, Board Meetings, and When Incumbents Win
Jul 29, 2026 neutral
Insight
Lee: Global AI market is fragmented with most users learning basics
“When you look broadly, one, the market's super fragmented. There is no, you know, not one person, one, you know, team or one product is dominating everywhere. And two, The sort of, the adoption curve, like, most people are still stuck at just getting the basic…”
Grant Lee Jul 29, 2026 ▶ 23:45 $0 to $100M ARR Fast. How Gamma Scaled Quickly without a Sales Team
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