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public software companies

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement May 23, 2022 by Brad Gerstner · across every show →

Everything said about public software companies, oldest first

May 23, 2022
Assertion Supported
Gerstner: Only 21 public software companies have over $2B in revenue
“And public software companies over two billion in revenue. We got to 21. Ok. There are only 21 that are worth more than twenty-five billion dollars in all the public markets of all the millions of software companies that have been started.”
Brad Gerstner May 23, 2022 ▶ 22:41 E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles
Nov 5, 2022 bearish
Prediction Not checkable as stated
Chamath: Two-thirds of public software companies lack profitability path
“About two thirds of these companies really have no line of sight to profitability in the next two to three years.”
Chamath Palihapitiya Nov 5, 2022 ▶ 23:33 E103: Tech layoffs surge, big tech freezes hiring, optimizing for profits, election preview & more
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