identity
2 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement May 8, 2025 by Rick Song · across every show →
Everything said about identity, oldest first
May 8, 2025 neutral
Song: Most early identity verification startups ended up verticalized in fintech
“Cause like a lot of identity prior to this is very verticalized. You'd have all sorts of businesses who are all like, you know, they all have this idea of we're going to build this universal thing, but in reality, it oftentimes just a vertical, like, Hey, we g…”
May 8, 2025 neutral
Song: Identity startups face execution risk, not market risk
“Like I always tell whenever someone new joins, I never tell them like, oh, we have a market risk, like just identity is not a market risk company. It's fundamentally really an execution risk and it's a very high Execution risk because the idea is just so obvio…”