companies

10 statements across 9 episodes · 2 bullish · 5 bearish · 9 people on the record · first statement Dec 4, 2022 by Sahil Mansuri · across every show →

Everything said about companies, oldest first

Dec 4, 2022 bearish
Assertion Not checkable as stated
Mansuri: 76% of tech companies missed their Q3 2022 revenue targets
“76% of companies missed their Q three target. 76% of companies missed their Q three target. That's up from 59% in Q two and 51% in Q one.”
Sahil Mansuri Dec 4, 2022 ▶ 13:25 How to hit revenue targets in a recession | Sahil Mansuri (Bravado)
Feb 19, 2023 negative
Assertion Not checkable as stated
Campbell: Only one in ten companies do quarterly customer research
“Only one out of 10 companies actually do customer research or development on a quarterly basis.”
Patrick Campbell Feb 19, 2023 ▶ 41:23 10 lessons on bootstrapping a $200m business | Patrick Campbell (ProfitWell)
Feb 19, 2023 negative
Assertion Not checkable as stated
Campbell: Only one in five companies have buyer personas or ICPs
“Only one in five companies have buyer personas or ICPs, only one in five.”
Patrick Campbell Feb 19, 2023 ▶ 41:05 10 lessons on bootstrapping a $200m business | Patrick Campbell (ProfitWell)
Jun 11, 2023 bearish
Prediction Not checkable as stated
Singhal: Boards will reclaim capital from overcapitalized startups in H2 2023
“And my sense is we're going to see, even in the second half of this year, Lots of boards pulling back, taking their capital back, companies essentially saying, hey, we're capitalized like we're a scaled ocean liner, and now we need to go find product market fi…”
Nikhyl Singhal Jun 11, 2023 ▶ 17:21 Building a long and meaningful career | Nikhyl Singhal (Meta, Google)
Nov 2, 2023 negative
Insight
Carr: Undocumented product ideas reduce organizational decisions to politics and top-down mandates
“So one problem is that companies get stuck, I think, where they never actually go do that documentation. And so it's a debate and discussion about concepts that aren't really well fleshed out. And so people's ability to actually evaluate them in any realistic …”
Bill Carr Nov 2, 2023 ▶ 52:47 Unpacking Amazon’s unique ways of working | Bill Carr (author of Working Backwards)
Nov 16, 2023 bullish
Prediction Didn’t hold up
Rachitsky: More than half of companies will adopt product ops within years
“Today, half of companies essentially have a product ops role. And I'm guessing in another few years, it'll be much higher.”
Lenny Rachitsky Nov 16, 2023 ▶ 19:05 The ultimate guide to product operations | Melissa Perri and Denise Tilles
Dec 5, 2024 neutral
Insight
Lowenhar: Companies are always working backwards from one of four outcomes
“At any given time, Lenny, companies are working backwards from one of four things, whether they like it or not. I am working backwards from an exit. I'm working backwards from my next fundraise, working backwards from profitability, or I'm working backwards fr…”
Jonathan Lowenhar Dec 5, 2024 ▶ 23:03 How a great founder becomes a great CEO | Jonathan Lowenhar (co-founder of Enjoy The Work)
Feb 23, 2025
Insight
Employees hire companies more than companies hire employees during career moves
“That employees hire companies more than companies hire employees. That's really the big thing.”
Bob Moesta Feb 23, 2025 ▶ 9:07 How to find work you love | Bob Moesta (Jobs-to-be-Done co-creator, author of "Job Moves”)
May 25, 2025 positive
Prediction Not checkable as stated
Taste and craft will be the ultimate differentiators in the AI era
“I think if anything, taste is going to become a distinguishing factor in the age of AI, because there's going to be so much drivel that is generated by AI, can be generated by AI, that power is at anyone's fingertips. But truly the companies that are going to …”
Krithika Shankarraman May 25, 2025 ▶ 56:01 Growth tactics from OpenAI and Stripe’s first marketer | Krithika Shankarraman
Mar 15, 2026
Insight
Warwick: Companies Extract 5x to 100x More Value Than They Pay Workers
“Usually a company is extracting much more value out of you. Naturally, like five to one, 10 to one, a hundred to one, right?”
Jacob Warwick Mar 15, 2026 ▶ 8:23 He's negotiated $1B+ in executive compensation. Here's his playbook. | Jacob Warwick
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