“I think over a three plus year time horizon, it can do extremely well. It is a play that summarizes the growth of data in the technology industry, which feels like a safe bet.”
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 Mario Gabriele
AssertionSupported
Gabriele: Snowflake grew revenue 105% with 178% net retention
“Revenue's up about a 105% net retention is one 78. It was one 68 the year before.”
Mario GabrieleMay 12, 2022▶ 11:18Arena Show Part I: Idea Dinner + YC Continuity · Acquired
AssertionSupported
Gabriele: FTX headcount neared 200 employees by late 2021
“I think it is, you know, just pushing 200, and when I sort of wrote my pieces in, in summer it was closer to, I want to say, 70, 75.”
Mario GabrieleDec 15, 2021▶ 3:24FTX with Sam Bankman-Fried & Mario Gabriele (Extended Cut) · Acquired
Made with StarZero
Turn any episode into a week of clips.
This entire site, nearly 80 episodes transcribed, diarized, checked and made playable,
runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the
moments worth sharing, cuts them, captions them, and reframes them for every feed.
We use essential cookies to make the site work. With your permission we
also use analytics cookies (Google Analytics and Mixpanel) to understand
usage and improve StarZero. See our Cookie Policy.
