golden category
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Nov 10, 2025 by Everett Randle · across every show →
Everything said about golden category, oldest first
Nov 10, 2025
Randle: Multi-stage VC funds must invest in $1B ARR 'golden categories'
“A golden category is a category that, as like the entire market for a single product adds a billion of net new ARR in a single year. And like, if you find a golden category, you essentially, if you're, especially if you're a multi-stage fund, you have to have …”