ZoomInfo

“If you round back to 2014, where we took our first outside funding or even earlier than that. And you said like, Hey, here's forty million dollars. Just like go, you know, go spend the forty million dollars. I would make a tremendous amount of bad decisions al…”

“And we run a really efficient go to market motion, the most efficient go to market motion and software, which means there's not a lot of slack in the rope.”

“Going into that earnings report on a relative basis, we were the third most valuable software company in the world. From evaluation purposes, snowflake, cloud flare, us”

“Henry is assuming I can continue to do my job well. Henry is still CEO of ZoomInfo. And he's really happy, and the company is growing 30% a year, year over year.”

“We grew 46% with 41% operating margins.”

“I trust all of my executive team. I trust that they make the right decisions. I trust that they're focused on the business, but if nothing goes right for four quarters in a row or all of the things that we were trying to achieve are not achieved, it doesn't ma…”

“And so I think what was instilled in me was good businesses run profitably. And you're just not really a real business until you can figure out a way to be profitable and run a business. You can't just always be fundraising the next dollars to fund your operat…”

“No one's ever, like, surprised that they're underperforming.”

“Any of my salespeople have seven recruiting offers in their LinkedIn in mail today.”

“I think the hard part about culture is like you read Frank Slootman's book and you walk out and you go like, okay, take the slack out of the rope. It's like, okay, I don't know really like what, like, what is the, bring your spear, kill someone. And that is li…”

“Generally speaking, when you have great founders that are committed, I'm a buyer, so I would buy. There's negative things, but like Henry's a great founder who's done this from scratch, basically bootstrapped all the way here, totally committed to the space, w…”

“Tech companies are just continuing app layoffs. We thought it would be over. They're still cutting, cutting, cutting, cutting, cutting, cutting to the bone, right? We see it at Zoom Info. We see it at Zoom. We see it at so many others. They're still cutting, a…”

“Like Henry and ZoomInfo, for example, a phenomenal business. They have probably the highest quality contact data.”

“It's trading at one time revenue with 35% adjusted operating income.”

“Zoom Info's growth was stolen from it from Clay and friends, and it's a brutal case study.”