tech companies

12 statements across 10 episodes · 5 bullish · 4 bearish · 10 people on the record · first statement Sep 18, 2022 by Jason Shah · across every show →

Everything said about tech companies, oldest first

Sep 18, 2022 positive
Insight
Shah: Four-to-seven-year employees provide irreplaceable institutional knowledge
“I think that some of the absolute sort of like gems, if you will, in Silicon Valley and tech are the teammates that are willing to stay around for four or five, six, seven years, right? And they have institutional knowledge that nobody has. They have a positiv…”
Jason Shah Sep 18, 2022 ▶ 56:02 Building a meaningful career | Jason Shah (Airbnb, Amazon, Microsoft, Alchemy)
Dec 4, 2022 bearish
Prediction Not checkable as stated
Mansuri: Predicts over 80% of tech companies will miss Q4 2022 goals
“We would predict based on the data that we're seeing that over 80% of companies will miss their Q four goals.”
Sahil Mansuri Dec 4, 2022 ▶ 13:53 How to hit revenue targets in a recession | Sahil Mansuri (Bravado)
Jan 7, 2024 negative
Opinion
Larson: Companies harm engineers by coddling them and sheltering them from reality
“Like one of my like hobby horses is that I think that we often treat engineers a little bit like children instead of giving them like the responsibilities and ability to actually thrive as adults. And so like, oh, the engineers won't want to do that work. We…”
Will Larson Jan 7, 2024 ▶ 6:41 The engineering mindset | Will Larson (Carta, Stripe, Uber, Calm, Digg)
Nov 21, 2024 bullish
Insight
Masad: AI prototyping will eliminate cross-functional silos and replace text communication
“I think it just like opens opens up you know, silos of the companies make communication around, around product a lot more concrete because I can give you a working prototype and that'll change how, how people work. Like if you can imagine that everyone can mak…”
Amjad Masad Nov 21, 2024 ▶ 43:27 Behind the product: Replit | Amjad Masad (co-founder and CEO)
Jun 22, 2025 neutral
Insight
Deng: Most valuable tech companies started without novel technological breakthroughs
“So many of the tech companies that are most valuable today didn't really start with any technological breakthrough. They were built on some kind of technological breakthrough and they ended up building a lot more technology, but really a lot of these companies…”
Peter Deng Jun 22, 2025 ▶ 23:03 From ChatGPT to Instagram to Uber: The quiet architect behind the world’s most popular products
Jul 27, 2025
Insight
Ramanujam: 20% of tech features drive 80% of customer willingness to pay
“So in, in, especially in tech companies, you know, 20% of what you build drives 80% of the willingness to pay. But the irony is that the 20% is the easiest thing to build often.”
Madhavan Ramanujam Jul 27, 2025 ▶ 55:07 Pricing your AI product: Lessons from 400+ companies and 50 unicorns | Madhavan Ramanujam
Aug 9, 2025 positive
Opinion
Turley: Big tech avoids sensitive use cases, OpenAI leans into them
“I think that's what most tech companies do when they hit a certain skill. They run away from these use cases. And I think it's a lost opportunity to help people. So we want to run towards these use cases by making the model behavior really, really great.”
Nick Turley Aug 9, 2025 ▶ 1:00:02 Inside ChatGPT: The fastest growing product in history | Nick Turley (OpenAI)
Nov 16, 2025 neutral
Assertion Not checkable as stated
Li: Major tech companies avoided the term AI in 2015 and 2016
“Like, I do remember the companies, the tech companies, I, I'm not gonna name names, but I will, I was in a conversation in one of the early days, I think it is in the middle of 2015, middle of 20 16 some tech companies avoid using the word AI because they were…”
Dr. Fei-Fei Li Nov 16, 2025 ▶ 21:28 The Godmother of AI on jobs, robots & why world models are next | Dr. Fei-Fei Li
Apr 2, 2026 positive
Assertion Supported
Rachitsky: Global tech engineering and PM job openings hit 3.5-year high
“Basically, it's the highest number of open roles in three and a half-ish years for engineers and PMs at tech companies globally.”
Lenny Rachitsky Apr 2, 2026 ▶ 43:07 An AI state of the union: We’ve passed the inflection point & dark factories are coming
Apr 19, 2026 negative
Assertion Not checkable as stated
Rachitsky: Industry hiring data shows design roles are plateauing across tech
“The fact that there's data show that the number of design roles is plateauing and just how teams are just not valuing design as much as you think.”
Lenny Rachitsky Apr 19, 2026 ▶ 1:17:07 Why half of product managers are in trouble | Nikhyl Singhal (Meta, Google)
Apr 19, 2026 positive
Prediction Not checkable as stated
Singhal: Tech companies will obsolete mechanical product building within two years
“Within two years, I think most of these companies will obsolete all the mechanical parts of building product.”
Nikhyl Singhal Apr 19, 2026 ▶ 15:21 Why half of product managers are in trouble | Nikhyl Singhal (Meta, Google)
Apr 19, 2026 bearish
Prediction Not checkable as stated
Singhal predicts massive tech layoffs and AI-first rehiring in 12-24 months
“I predict in the next 12 to 24 months, we're going to see massive shedding of staffs and then massive rehiring. But the re you might see a company shed 30,000 and hire 8000, but the 8000 people they're going to hire are going to all be AI first.”
Nikhyl Singhal Apr 19, 2026 ▶ 22:22 Why half of product managers are in trouble | Nikhyl Singhal (Meta, Google)
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