tech companies

“The companies that are doing defense work are totally incompetent when it comes to machine learning, AI, computer vision, and the companies that are good at those things refuse to work with DOD.”

“Unlike tech companies, the old old economy companies tend to be very balance sheet heavy, and therefore they often tend to be a little leverage heavy.”

“No, all the European regulation, they're not starting tech companies anymore that are big because they make it too hard.”

“But then I think the execution bar is actually very, very tight because there is like the magic around like the founding story, the problem that we're solving for customers, but because it's less technical differentiation, The execution bar of like every singl…”