Celonis

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jul 19, 2021 by David George · said 8 times in 2 episodes since 2021 · across every show →

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brought up most by Harry Stebbings (7), Rob Lacher (1)

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Everything said about Celonis, oldest first

Jul 19, 2021 bullish
Prediction Not checkable as stated
George: Celonis will deliver sustained high growth without aggressive cash burn
“I think their business model is fantastic. I would view their future as very elevated levels of high growth with high returns on capital, and, you know, there's not some looming intense competitive threat that makes them think that they should aggressively go …”
David George Jul 19, 2021 ▶ 10:36 20VC: a16z's David George on Leading a16z's Growth Fund Today, The Biggest Misconceptions of Growth Investing, How a16z Think Through Portfolio Construction, Investment Decision-Making and Scenario Planning & How The Entrance of New Players Has Changed Th
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