headcount

5 statements across 4 episodes · 1 bullish · 1 bearish · 4 people on the record · first statement Mar 31, 2023 by Jackie Reses · across every show →

Everything said about headcount, oldest first

Mar 31, 2023 negative
Insight
Reses: Equating Power With Headcount Growth Is a Cancer on Innovation
“This idea that you need to, like, keep growing teams in order to become more powerful in a company is like a culture killer on invention. You could have people who are incredible, who are just incredible operators in their own, and they need to be rewarded as …”
Jackie Reses Mar 31, 2023 ▶ 40:21 Jackie Reses: The Most Powerful Woman in Finance; Making $50BN for Yahoo on Alibaba | E996 · 20VC with Harry Stebbings
Nov 20, 2024
Insight
Sertoglu: Headcount is the easiest metric for startup founders to inflate
“First of all, ours is a, is an industry that fetishizes growth. And as you know, the easiest metric to grow for a founder is headcount.”
Cem Sertoglu Nov 20, 2024 ▶ 19:21 Cem Sertoglu: Lessons from the Greatest Venture Investment in European History | E1228 · 20VC with Harry Stebbings
Mar 2, 2026 bullish
Prediction Not checkable as stated
Zinman: Companies will shift spending from headcount to software as AI scales
“As AI become more dominant, companies will spend much more on software and much less on headcount going forward because they'll just become more efficient, and they'll gladly spend that.”
Eran Zinman Mar 2, 2026 ▶ 17:59 Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman · 20VC with Harry Stebbings
Mar 2, 2026 neutral
Assertion Not checkable as stated
Zinman: Monday.com spends 60-70% on headcount versus 7-8% on software
“A company like Monday, let's say we have like one billion in expenses, a company like Monday will probably spend, you know, 60, 70% of the budget on headcount and then seven, eight percent on software.”
Eran Zinman Mar 2, 2026 ▶ 17:36 Monday.com CEO on Is SaaS Dead: Will Everything Be Vibe Coded | Eran Zinman · 20VC with Harry Stebbings
Jun 1, 2026
Prediction Open · timeframe Jun 2031
Enterprises Will Spend More on Compute Than Headcount Within Five Years
“I don't know about 24 months time, but I would bet that in five years the average enterprise spends more on compute than headcount.”
Brendan Foody Jun 1, 2026 ▶ 46:49 Mercor CEO: Why Application Layer Companies Have No Moat & The Cost of Hiring AI Researchers · 20VC with Harry Stebbings
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