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tech company

2 statements across 2 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Dec 19, 2023 by David Senra · across every show →

Everything said about tech company, oldest first

Dec 19, 2023 positive
Insight
Most of a tech company's value is generated 10-15 years out
“Most of a tech company's value will come at least 10 to 15 years in the future.”
David Senra Dec 19, 2023 ▶ 21:57 Peter Thiel's Ideas
Nov 4, 2025
Insight
Ellison: Mistaking the Present for the Future Is Tech's Worst Mistake
“They were mistaking the present for the future. It is the worst mistake a tech company can make.”
David Senra Nov 4, 2025 ▶ 41:15 How Larry Ellison Thinks
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