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
Feb 19, 2023 negative
Feb 19, 2023 negative
Jun 11, 2023 bearish
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…”
Nov 2, 2023 negative
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 …”
Nov 16, 2023 bullish
Dec 5, 2024 neutral
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…”
Feb 23, 2025
May 25, 2025 positive
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 …”