startup
also referred to as: startups
5 statements across 4 episodes · 2 bullish · 2 bearish · 4 people on the record · first statement Oct 5, 2023 by Dr. Melissa Ball · across every show →
Everything said about startup, oldest first
Oct 5, 2023 negative
Ball: Over-specifying minor components in TEA blinds startups to key economic drivers
“If you're so busy counting the number, you know, the power in your pumps and the number of little widgets and valves and et cetera, you might miss something that's really crucial that actually is a driver of your economics because you were focusing on, on so m…”
Mar 8, 2024 neutral
Groarke: Grid startups focus on edge applications while conglomerates dominate core operations
“I think most of the startups we found were playing in the Dior integration space or EV charging management place. We saw some startups in the Enterprise type of use case space even looking at regulatory documents with LLMs, for example as you go down the list …”
Mar 8, 2024 bullish
Apr 4, 2025 bullish
Jan 8, 2026 negative
Rountree: Startups with customer sales cycles over 18 months are de facto dead
“The main reason that startups are time limited is because you raise serially in, like, you know, whatever, you raise 18, 24 months of runway, and so, let's say you raise 24 months of runway, you need to start fundraising, let's say, six months before you run o…”