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Mark Suster

8 statements across 2 episodes · 1 bullish · 4 bearish · 2 people on the record · first statement Jun 28, 2024 by Mark Suster · said 8 times in 5 episodes since 2024 · across every show →

On the record as a speaker too: Mark Suster's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Molly O'Shea (5), Ben Miller (2), Gordon Ritter (1)

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2026 3 mentions in 2 episodes 2 per episode
2025 2 mentions in 2 episodes 1 per episode
2024 3 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Mark Suster, oldest first

Jun 28, 2024
Insight
Suster: Most tech markets are winner-take-most with weak returns for third place
“Most markets are winner take most. Number one takes the majority. Number two takes the rest. And number three is a set of steak knives. And If you back three, four or five, you're just not going to make a lot of money. You need extreme success in the category.”
Mark Suster Jun 28, 2024 ▶ 13:26 Mark Suster, Upfront Ventures: Investing in Space, Defense, & Exit Opportunities · Sourcery with Molly O'Shea
Jun 28, 2024 negative
Insight
Suster: Investor advice from non-operators is often not actionable
“You often get input from investors who have never done what you've done before. And so it's like, well, meaning smart people saying smart things, but it's not actionable.”
Mark Suster Jun 28, 2024 ▶ 26:38 Mark Suster, Upfront Ventures: Investing in Space, Defense, & Exit Opportunities · Sourcery with Molly O'Shea
Jun 28, 2024 positive
Opinion
Mark Suster calls Anduril the most important private company besides SpaceX
“So you look recently at Anduril, probably the most important company In the private markets behind SpaceX.”
Mark Suster Jun 28, 2024 ▶ 37:56 Mark Suster, Upfront Ventures: Investing in Space, Defense, & Exit Opportunities · Sourcery with Molly O'Shea
Jun 28, 2024 neutral
Assertion Supported
Mark Suster notes 2021 software multiples hit 25x against historical 10x
“So, people were paying in twenty-twenty-one 25 times next 12 month revenue, ok? Over the last 10 years, they were paying just under 10 times.”
Mark Suster Jun 28, 2024 ▶ 40:23 Mark Suster, Upfront Ventures: Investing in Space, Defense, & Exit Opportunities · Sourcery with Molly O'Shea
Jun 28, 2024
Insight
Suster: Hardware anchoring significantly increases consumer willingness to pay subscription fees
“If I tried to sell you a product on your iPhone, download it and pay 20 dollars a month, It's so hard to get someone to pay 20 dollars a month for anything on their iPhone. If I sell you a 200 dollar piece of hardware, but then you need a 20 dollar a month sub…”
Mark Suster Jun 28, 2024 ▶ 38:25 Mark Suster, Upfront Ventures: Investing in Space, Defense, & Exit Opportunities · Sourcery with Molly O'Shea
Jun 28, 2024 bearish
Assertion Supported
Suster says 20-percent growth software startups currently trade at 4x revenue
“But the twenty-year average is six X. And right now, if you're growing at 20%, you're probably trading at Forex.”
Mark Suster Jun 28, 2024 ▶ 40:56 Mark Suster, Upfront Ventures: Investing in Space, Defense, & Exit Opportunities · Sourcery with Molly O'Shea
Jun 28, 2024 bearish
Opinion
Suster: Pure software-only VC investing strategy is not realistic for the future
“So, I think VCs just got a little too comfortable that every investment they were gonna do was software only, and I just don't think that's realistic for the future.”
Mark Suster Jun 28, 2024 ▶ 39:52 Mark Suster, Upfront Ventures: Investing in Space, Defense, & Exit Opportunities · Sourcery with Molly O'Shea
Mar 30, 2026 bearish
Prediction Not checkable as stated
Miller: Middle East LPs will invest less in VC due to conflict
“I think they'll want to invest less because I think they're going to be trying to like deal with domestic issues. So I think that there's a possibility that we see a downturn coming out of this that, that could shock venture industry.”
Ben Miller Mar 30, 2026 ▶ 51:41 The Public Venture Fund That 9x’d in 3 Days (Fundrise VCX) · Sourcery with Molly O'Shea
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