Ev Williams

speaker

383 appearances 2 recordings 2 series first heard Jun 2026 last heard 18 Jun

Ev Williams’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 — 2 in all, peaking in Jun 2026 with 2.

Appearances

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: SpaceX Soars to $2.7TRN | Anthropic's Fable Banned by US Government | Wix and Adobe Hit All-Time Lows | Mistral Raising at $20BN and The Case for Sovereign Models | Fin Acquired by Salesforce for $3.6BN · 18 Jun 2026 podcast

And what Owen did and what the whole team at Intercom did, or Finn did, is they took a situation where the equity of the company was essentially worthless.

No one's going to buy 300 growing seven.

It's not a SaaS asset.

It's viable with no AI story.

That's just a zombie company.

And they transformed it into hard $3.6 billion of cash or Salesforce stock.

I don't know if it's cash or stock.

And that is incredible.

And if any...

board room for a pre-AI SaaS company isn't going into their next board meeting and having this as topic number one to see, is this relevant for us?

How can we follow a similar path?

It's a failure of the board.

Yeah, it is true that like, you know, I say that, but like the most annoying board member ever is also going to go into a company where this isn't relevant at all and say, why can't you do what Intercom did?

Or why can't you do what Finn did?

And like, that's also completely unfair to a management team where it's just not realistic.

There's been a lot of, you know, sort of VC advice around like, oh, if you're a pre-AI SaaS company, you just need to like, you know, triple your growth rate or get margins to 30%.

I'll get right on that.

I would love to grow three times faster or increase our margins by 30x, but those things are very hard.

And so again, all said with the caveat that every company is very, very different.

But the amazing thing that I think Finn proved is that there is a market.

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