Arun Mathew

speaker

603 appearances 1 recordings 1 series first heard Mar 2026 last heard 9 Mar

Arun Mathew’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Mar 2026 with 1.

Appearances

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: Inside Accel's $4BN Growth Investing Machine | Cursor is Dead is Total BS: Here is Why | What Missing Rippling and ElevenLabs Taught Us | Are $2BN-$10BN IPOs Dead | Why Now is a Great Time to be Thoma Bravo with Miles Clements · 9 Mar 2026 podcast

A decade ago, there were zero companies worth a trillion dollars.

Five years later, there were six public companies worth a trillion dollars.

Today, there's a dozen companies worth a trillion dollars in the public market.

Plus you have the labs, you have SpaceX and companies in the private market.

So the sizes of the outcomes are enormously bigger.

And I absolutely think that firms can make substantial returns in the late stage business given those outcomes.

And I will say it's really hard if that's the only thing you do.

If all you're doing is buying late stage momentum companies, I do think that's hard.

There are people that do it well, but it's hard.

I think being a multi-stage, multi-strategy fund where you also have a really focused early stage effort and a growth effort, I think you can absolutely continue to support companies at every phase of growth and make a lot of money.

I wouldn't write off a company purely because that's the growth profile.

Now, I see the point.

You have to focus on large outcomes.

And I agree with you there.

Yeah, I agree with you.

As much as I enjoy sparring with you, I agree with you on this point.

If you can't articulate the big outcome, and if the founder can't articulate the big outcome, that is probably a sign that you don't want to be involved with the company.

But I think that what you're describing is basically the mistake that we made on a company like ServiceTitan.

We had fallen in love with our Envahe.

We were chasing this round.

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