Everett Randle
19 statements across 2 episodes · 10 bullish · 4 bearish · 1 people on the record · first statement Nov 10, 2025 by Everett Randle · said 9 times in 3 episodes since 2024 · across every show →
On the record as a speaker too: Everett Randle's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Harry Stebbings (8), Delian Asparouhov (1)
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2025 8 mentions in 2 episodes 4 per episode
Everything said about Everett Randle, oldest first
Nov 10, 2025 positive
Nov 10, 2025 positive
Randle: Dismissing CoreWeave as a low-margin compute middleman was wrong
“When CoreWeave was first raising in private markets, I was like, oh my god, this is, they're reselling a commodity, you know, they're a middleman, they're a broker of compute, it's gonna be low margin, yada, yada, yada. How wrong was I?”
Nov 10, 2025 bullish
Nov 10, 2025
Randle: Initial investment failure relieves pressure for new VC partners
“There's going to be nothing better for you than if your first investment sucks. Because once you do one and it fails and you realize it's not the end of the world and like life goes on and like LP still love us and like you're not fired, then you feel really c…”
Nov 10, 2025 positive
Nov 10, 2025 bullish
Randle: Prefers OpenAI at $500B over Anthropic at $350B
“And Sonnet and all the models that they have is probably still a little bit ahead of OpenAI, but I think given ChatGPT, I think I would probably rather do OpenAI at 500 than Anthropic at three 50, but I both think that they're relatively good investments even …”
Nov 10, 2025 positive
Nov 10, 2025 bullish
Randle: AI apps achieve 5x higher gross profit per customer than SaaS
“But if your average gross profit per customer Can be four or five X that of a normal SAS company, then you actually have much more absolute dollars of gross profit per customer and potentially a much, much larger market than you do for SAS companies as well.”
Nov 10, 2025 negative
Randle: Founders Fund's 'never fire founders' policy is rooted in laziness
“I think it's actually a convenience for Delian and some of the Founders Fund folks to absolve themselves of that weight and that responsibility just by being like, oh, it's not part of our, it's not part of our thing. But I think, you know, it's almost out of …”
Nov 10, 2025
Nov 10, 2025 bullish
Randle: Investors should follow momentum when AI inference demand is unprecedented
“When you have demand like this, like you have for the initial GC, like the initial hyperscaler clouds. And I think we're seeing an even greater cohorted demand curve for AI inference. Sometimes you just got to shut your mind up and invest with the momentum.”
Nov 10, 2025
Randle: Market is the least important investment factor because it is fungible
“The way you said it, honestly, people, product and market. I think the people, Define everything else. They are the upstream engine that makes everything go. They're the most important piece. Two, I think the product that the people build tell you a lot about,…”
Nov 10, 2025 neutral
Randle: Benchmark does not strictly adhere to fixed 20% ownership targets
“I think sometimes people confuse the inputs for the outputs at benchmark where it's like, oh, like they have to have 20% ownership and they only want to invest at a hundred posts. All these things. And I think that's, that couldn't be further from the truth. W…”
Nov 10, 2025 positive
Nov 10, 2025 positive
Nov 10, 2025 negative
Randle: Passed on OpenAI at $32B valuation over structural concerns
“And then the thirty-two billion dollar round of OpenAI came around when I was at Kleiner Perkins, and all of a sudden I was like, oh man, this structure seems really gnarly. You know, they're gonna have to convert this somehow, it's a non-profit, they're selli…”
Nov 10, 2025 bearish
Randle: AI boom will face an inevitable crash before producing massive winners
“Today is very similar in that there's going to be a ton of companies that are pump fakes that do end up going to zero or that go down 90%. But I think it's really important to position yourself so that you can survive the inevitable crash on the other side. An…”
Nov 10, 2025 negative
Randle: Jasper AI reached $100M quickly then shrank due to low value
“Jasper, you know, I think it went zero to a hundred very, very quickly, but then actually started shrinking. And it was because it was sort of easy come, easy go with the revenue and they hadn't built enough scaffolding and they hadn't built enough like actual…”
Jun 18, 2026
Randle: I lost all my college savings shorting Tesla
“With all of my college savings, I shorted Tesla. And I feel like everyone has gone through this experience. If they were a value investor at some point in their life where it was like, you know, you just, oh my God, Tesla, maybe it's not a fraud, but it's so o…”