tech companies

“Well, first and foremost, I think tech companies, to be candid with you, shouldn't use any online platform.”

“Everyone is doing all these crazy things, and they're only able to retain people for one to two years.”

“At the end of the day, consumer companies have higher net margins and are more profitable than tech companies.”

“Women make up roughly 33% of the workforce of tech companies, yet they hold just nine percent of the equity value. Men hold the other 91%.”

“The general model for successful tech companies is that they become distribution centric rather than product centric.”

“I think if that continues to happen across the industry, we're going to break the social contract between, you know, companies and employees and end up with a situation where, you know, every engineer is hiring a lawyer to negotiate their employment agreement …”

“Every company in tech right now Has to be partnering with the big tech companies, right? Because there's lots of great services there that customers want.”

“Some companies make it so coddled, but you get so coddled in companies that you, they never want you to leave. They just want you to work all the time. You get all your food there, your laundry done, whatever else.”

“When you look at those companies that have sort of defied gravity, they almost never do it in these explosive nonlinear paths. They're just compounders. Like very quickly, they get to that sort of, you know, maybe 30, 40% growth, and then they just crush it fo…”

“Once you make it through to like certain organizations and you are in this PM role, you do have more of like a political job than you do a breaking glass job.”

“I think as we're learning and have learned that most companies that are over a thousand people, you can probably do the same damn thing with a hundred people.”

“It may not happen again for another 10, 15 years. The next 1015 years, it's, companies I think are going to be much more valued on fundamentals and what they're really worth, but there are these windows, usually they last about 18 months, where the difference …”

“Probably 25% of all this revenue from all these tech companies was selling to other startups. That shit vaporized, dude.”

“I think that the insight that they have was that tech companies pay an awful lot of marketing and sales money for the last few points of growth. So if we could subtract a lot of that SG&A And maybe lose a point or two of growth, but convert margins from 10% to…”

“The, you know, the days of rule 40, you're going out at 60 -20, those are gone. You have to be a 30 and 10, 40 and zero kind of growing into a nice profitability curve in order to get public.”

“At the end of the day, your competitive advantage will always come from your ability to measure more than your competitors, because then suddenly you're gonna do that.”

“The very top layer, the top companies that Trump affiliates as liberal and anti-Trump will not have kind of a better life because of his administration, and the companies that are just the layer below, they will be able to acquire a lot more easily.”

“Very few companies actually get to have a second act, and what I realize, it's actually kind of very hard. You know, as a startup, you become successful understanding a space very, very well, right? Getting into another space for a second act, it's kind of ver…”

“And I agree if you don't do that, and if you don't do it well, you're just going to be slow toast over the next two years.”

“It's the most important number in tech companies. Gross dollar retention.”

“You can judge us on cashflow minus SBC, which I generally think is the right way to judge companies.”

“I think selling SaaS to tech companies is gonna be the toughest, because we can build stuff for ourselves.”

“If you can be the largest tech company on the planet and still not make money, you might have oversized your ambitions a little and it might pay to come back a bit.”