Joe Schmidt
13 statements across 3 episodes · 7 bullish · 3 bearish · 1 people on the record · first statement Dec 23, 2024 by Joe Schmidt · said 3 times in 1 episodes since 2026 · across every show →
On the record as a speaker too: Joe Schmidt's record, appearances and statements → this page counts the times other people say the name.
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brought up most by Alex Rampell (3)
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2026 3 mentions in 1 episode
Everything said about Joe Schmidt, oldest first
Dec 23, 2024 bullish
Schmidt: AI rollups of mom-and-pop businesses will build massive enterprises
“If you can find one of these end markets where there's like, you know, a significant number of mom and pop businesses where you can go and run that, like, CAC minded playbook of like acquiring and implementing and building a repeatable motion around that. I th…”
Dec 23, 2024 positive
Schmidt: AI acquisition founders must prove earnings impact before scaling
“The way that I would run it is I would go find a design customer, start building software and then show yourself and frankly, everyone else that you can actually start to move the needle on earnings. And then that's when I think, you know, you've got the tiger…”
Dec 23, 2024 negative
Schmidt: Legacy service businesses cannot be fully automated with AI
“A lot of these legacy services businesses, while they may be bits oriented, like at some point there's like an atom involved, someone has to like go do the business development. Like it's not like you can just fully automate these companies.”
Dec 23, 2024 bullish
Schmidt: Acquiring legacy businesses drives software adoption faster than selling SaaS
“They just aren't accustomed to running their companies this way. I've gone and I've tried to sell software to a mom and pop insurance agency in Columbia, Missouri. Trying to drive adoption is super tricky. And so in buying the business, instead of like Trying …”
Dec 23, 2024 bullish
Joe Schmidt: AI acquisition models build compounding cash flows without PE debt
“Buying one of these small companies that I just described, like isn't actually like that expensive of an endeavor. And if you can do what I'm talking about, you impact earnings and all of a sudden, like the first one, two or three, maybe you don't immediately …”
Aug 26, 2025 negative
Aug 26, 2025 negative
Schmidt: Not charging enterprise clients for AI implementation is a mistake
“I think that's a huge mistake that a lot of the early stage companies can make is you go out there and again, like, you know, you're like, I don't want to charge for implementation. Like these big companies, they won't like that. Like, you know, they just want…”
Aug 12, 2026 positive
Schmidt: AI startups must distinguish product guarantees from customer usage
“I think this is actually a really important topic for founders and for early stage revenue leaders today to figure out how you're educating your customer on like, here is the thing we are signing up for. We are not signing up for, you know, maybe you are, mayb…”
Aug 12, 2026 neutral
Schmidt: AI startups do not always need to sell to notable San Francisco logos
“The reality is you don't always have to do that. Like you don't always have to sell to the same companies in San Francisco. And so what I wanted to try to do is tell founders like, Hey, here's the framework for evaluating which playbook should you be following…”
Aug 12, 2026
Schmidt: Founders do not need industry backgrounds to execute lighthouse sales
“And I think like sometimes people think that you have to be from a given market to do a lighthouse strategy. And maybe there's someone sitting at home and they're like, oh, like if only like I worked at this company, I could go do this. And it's like, no, the …”
Aug 12, 2026 positive
Schmidt: Harvey's early marquee law firm wins de-risked enterprise legal AI adoption
“You know, another example on the lighthouse side would be, you know, we highlight Harvey in, in our article and they just did a fantastic job of winning the right law firms for this very new, very, you know, theoretically high risk initiative where you're augm…”
Aug 12, 2026 positive
Schmidt: Decagon excels at onboarding by committing to and hitting support benchmarks
“I mean, I think like Decagon has done an amazing job at this. Like, I think they go in, they basically evangelize that they're doing customer support better than anyone else. And then they're very good about saying, here are the benchmarks that we are signing …”
Aug 12, 2026 neutral
Schmidt: Enterprise AI sales divide into lighthouse and land-grab markets
“And so, you know, if you think about like the top right would be proof travels in this market and it's high buyer exposure and high, you know, high buyer risk. And that's a lighthouse market, right? Just to be clear. And the bottom left would be, you know, low…”