Harry Stebbings
6 statements across 2 episodes · 1 bullish · 4 bearish · 3 people on the record · first statement Oct 24, 2024 by Jordi Hays · said 27 times in 9 episodes since 2024 · across every show →
On the record as a speaker too: Harry Stebbings's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by John Coogan (23), Erik Torenberg (1)
tap a year for its mentions
2026 1 mention in 1 episode
2025 9 mentions in 5 episodes 2 per episode
- Andrew Reed on Sequoia and How to Be a World-Class VC
- Wednesday’s Diet TBPN
- Weekly Recap: Grok 4 Launch, Texas Floods, Web Browser War, Top Signals, Meta Smart Glasses
- The Future of Media in VC | Erik Torenberg on TBPN
- DJI Suspicions, Stargate Turmoil, OpenAI Operator, F40 for the Mind
- every mention in 2025, scene by scene →
2024 17 mentions in 3 episodes 6 per episode
Everything said about Harry Stebbings, oldest first
Oct 24, 2024 bearish
Oct 24, 2024 neutral
Oct 24, 2024 positive
Mar 25, 2025 bearish
Stebbings: Unprofitable $50M–$200M ARR SaaS growing in the teens are completely trapped
“Fifty million to two hundred million ARR SaaS businesses that are growing in the teens. And they're not profitable yet, or they're barely profitable. They are not acquisition targets for PE. Those are not good enough numbers. They're not good enough to IPO.”
Mar 25, 2025 bearish
Stebbings: Endowment pullbacks will severely reduce new VC fund managers in 2025
“When I speak to a lot of endowments today, they're simply not adding new managers, and they're even trimming their existing, and so I think that's bluntly gonna really impact the amount of new managers that we see this year.”
Mar 25, 2025 bearish
Stebbings: Peak PE buyouts like Anaplan and Coupa will struggle returning value
“I'm really looking at a lot of the PE board assets, your Anaplans, your Coopers of the world thinking, wow, you were bought at the height of the market. You don't have the founder as the CEO. You've lost product centricity. This is going to be a really tough s…”