COVID

“And my hypothesis is that we will go back to kind of 80% of what we were doing beforehand.”

“Especially now after COVID, the supply of good companies has decreased, and the best companies frankly aren't going through a formal fundraising process”

“I think those are two prescriptions and two solutions that we're actually going to see coming out of COVID. We're going to see people building these intense infrastructure projects, or I hope we do, you know, sort of the Marc Andreessen, it's time to build. Bu…”

“Because I do think about just the restaurant industry and what's happened during COVID, and it's very clear that this part of it's going to keep growing hugely, and it's beneficial for restaurants.”

“COVID was the marketing campaign that Peloton never could have afforded. And the growth that happened during COVID propelled the business to scale in a way that no other company in the space to a level that no other company in the space has achieved.”

“I think within a year or two, I would have transferred Shopify to remote entirely.”

“Jeff Bezos created more jobs in COVID than any human being on the planet.”

“And so, like, I think this will be a bigger economic impact than COVID.”

“I think this will be a bigger economic impact than COVID.”

“The rate of decay on operating experience has never been greater because of two things. One is actually, I think, AI fundamentally changes so much about Enterprise stacks. I think you could say the same for cloud actually in on-prem in some enterprise cases. A…”

“In recessions, in fact, consumers will tend to turn their nights out in, and instead of going out to a restaurant, they'll order pizza at home, and they'll have a family pizza night. Pizzerias thrive, especially in the most challenging times, and this was also…”

“I think a few months after we closed the deal, COVID happened, and as you expected our business was down 90%.”

“Speed dating during COVID was a disaster for everybody. It wasn't good for founders to do Zoom-based investing. It wasn't good for investors”

“We did not because like we got quite a boost to it and we know that we have this summer effect and these autumn effects and we see just in summer, people go to the beach and then they're buying a lot less. It's very obvious. Then autumn comes, weather changes,…”

“We did lose ten million dollars in March, 20 20. We were the first major event shut down by COVID. RSA got done and then San Jose shut us down. When there was one case off the coast. So we lost in those ten million.”

“The best part that came out of COVID was at least defaulting to, and we see this culture internally, defaulting to not having the casual meeting.”