best companies
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Sep 4, 2025 by Martin Casado · across every show →
Everything said about best companies, oldest first
Sep 4, 2025 positive
Casado: Best startups are non-consensus to customers, even if consensus to VCs
“I really believe the best companies themselves are non-consensus to customers. I just think that the investing market is, is, is, is different than that. Like they kind of understand that and therefore a comment on investors being consensus is very different t…”