End Customer

topic on 3 shows · 3 statements across 3 episodes

3 statements about End Customer, every show

a16z Insight

George: Tech customers capture 90% of economic value while platforms capture 10%

“My rule of thumb is like, 90% of the value goes to the end customers and, you know, 10% of the value goes to the companies serving them, and it turns out that that's just a massive amount of market cap, you know, if you're the 10% that you're capturing.”

David George Jan 26, 2026 ▶ 5:20 The Biggest Bottlenecks For AI: Energy & Cooling

TBPN Opinion

Bartlett: Macro uncertainty will significantly impact software customers and asset pricing

“And while it's not going to impact software companies or technology companies quite as much directly, like the end customers for a lot of these different businesses are going to be impacted in a meaningful way. And so until we get a little bit more clarity on …”

Logan Bartlett Mar 17, 2025 ▶ 1:26 Logan Bartlett talks about the history of VC, current sentiment, and are we back to 2021?

THE PITCH Opinion

Kubik: Satellite companies ignore end consumers to focus on infrastructure

“All these companies are focused on the infrastructure and no one's thinking about the end consumer, the end customer that's actually gonna be using this.”

James Kubik Mar 3, 2025 ▶ 4:22 #46 Never Get Lost Again

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End Customer

3 statements about End Customer, every show

Turn any episode into a week of clips.