Revolut

4 statements across 2 episodes · 4 bullish · 0 bearish · 2 people on the record · first statement Mar 21, 2025 by Christian Garrett · said 14 times in 5 episodes since 2025 · across every show →

Mentions by year

brought up most by Alex Immerman (7), Molly O'Shea (2), Christian Garrett (2), Thomas Laffont (1), Sebastian Siemiatkowski (1), Jackie Reses (1)

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Everything said about Revolut, oldest first

Mar 21, 2025 positive
Insight
Garrett: European breakout startups face fewer venture-backed clones than US winners
“When you build a winner, you don't have what you have in the U S which is like, once there's a large, massive winner and outcome in the U S there's like 20 startups that get funded to go compete. Right. And Europe, it's not like that. The capital market is not…”
Christian Garrett Mar 21, 2025 ▶ 59:49 SpaceX, Stripe, Ramp, Anduril: Navigating Liquidity in Private Markets · Sourcery with Molly O'Shea
Mar 13, 2026 positive
Assertion Partly supported
Immerman: Revolut has 10 revenue streams, none exceeding 20% of total
“So Revolut has, you know, 10 different revenue streams. Not a single one is more than 20% of revenue, so incredibly diversified as we mentioned.”
Alex Immerman Mar 13, 2026 ▶ 30:43 Inside a16z Growth: Waymo, Stripe, ElevenLabs, Revolut, Coinbase, Kalshi · Sourcery with Molly O'Shea
Mar 13, 2026 bullish
Assertion Supported
Immerman: Meta, Salesforce, Deutsche Telekom, and Revolut build on ElevenLabs
“Fast forward to today, the enterprise business has customers like Meta and Salesforce and Deutsche Telekom. They announced Revolut last week. These are massive companies that are building agents on top of their platform.”
Alex Immerman Mar 13, 2026 ▶ 20:40 Inside a16z Growth: Waymo, Stripe, ElevenLabs, Revolut, Coinbase, Kalshi · Sourcery with Molly O'Shea
Mar 13, 2026 bullish
Assertion Partly supported
Immerman: Revolut has reached 40% ROE, surpassing Nubank
“And that has resulted in Revolut already having, like, 40% ROEs, which are higher than a new bank.”
Alex Immerman Mar 13, 2026 ▶ 31:14 Inside a16z Growth: Waymo, Stripe, ElevenLabs, Revolut, Coinbase, Kalshi · Sourcery with Molly O'Shea
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