Elias Torres, Co-Founder and CEO of Agency and former Drift co-founder, answers Harry Stebbings' quick-fire question on which public stock to buy and hold for ten years.
“I'm scared of the giants, they're not gonna last, but Nvidia, I think Compute, it's gonna, we're thirsty for Compute.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Elias Torres
Opinion
Torres: Google AI products don't work and Notebook LM is already dead
“They invented this Transformers paper, and everything they put out doesn't work. Like Notebook LM, the great one, like it's already dead, right? The project. So it's like they're trying so hard, but they can't do it.”
Elias TorresMar 21, 2025▶ 12:37Elias Torres, Co-Founder and CEO @ Agency: What No One Tells You About Selling Your Company · 20VC with Harry Stebbings
Opinion
Torres: Nobody is using Microsoft Copilot because the product doesn't work
“Copilot, everybody was like, they're just ahead making all the money first because people, the problem is people are, they just have so much hard time trusting someone, right? And so they're reaping the benefit of being early, But nobody's using the product, r…”
Elias TorresMar 21, 2025▶ 13:34Elias Torres, Co-Founder and CEO @ Agency: What No One Tells You About Selling Your Company · 20VC with Harry Stebbings
Opinion
Torres: AI will displace B2B corporate workforces despite optimistic predictions
“That's bullshit, right? I just, it's just, you have had some guests here that I love and respect, but they're like, Oh yeah, we're gonna get larger, you know, in five years, and I'm like, what? I just saw something, you know, somebody posted on Twitter, it's l…”
Elias TorresMar 21, 2025▶ 25:19Elias Torres, Co-Founder and CEO @ Agency: What No One Tells You About Selling Your Company · 20VC with Harry Stebbings
PredictionNot checkable as stated
Torres: Incumbent tech firms must cut headcount by 80% to survive
“If they do what Twitter did, if they reduce themselves to 20%, and build an amazing product, and are willing to break all their pricing models and revenues and change all of that, then they will survive.”
Elias TorresMar 21, 2025▶ 31:21Elias Torres, Co-Founder and CEO @ Agency: What No One Tells You About Selling Your Company · 20VC with Harry Stebbings
Opinion
Torres: Salesforce is the biggest short in public software markets
“Salesforce.”
Elias TorresMar 21, 2025▶ 1:09:36Elias Torres, Co-Founder and CEO @ Agency: What No One Tells You About Selling Your Company · 20VC with Harry Stebbings
Opinion
Elias Torres calls selling Drift the biggest failure of his life
“Drift is the biggest failure in my life.”
Elias TorresMar 21, 2025▶ 30:16Elias Torres, Co-Founder and CEO @ Agency: What No One Tells You About Selling Your Company · 20VC with Harry Stebbings
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