Alok Sama
9 statements across 1 episodes · 2 bullish · 4 bearish · 1 people on the record · first statement Nov 29, 2024 by Alok Sama · across every show →
On the record as a speaker too: Alok Sama's record, appearances and statements → this page counts the times other people say the name.
Everything said about Alok Sama, oldest first
Nov 29, 2024 positive
Entry valuations matter far less for category-creating tech platforms
“Valuations in the world of technology are not as important as you think you might, which is a fairly fundamental learning for anyone who comes out of business school and is fixated on on you know, discounted cashflow and hardcore, never lose out of the fact th…”
Nov 29, 2024 negative
Nov 29, 2024 negative
WeWork was not a tech company and suffered fatal asset-liability mismatch
“My disconnect was that it just wasn't a technology company. And even as a real estate business model, it had this issue with Asset liability mismatch, right? I mean, your leases are very long-term and your tenants are frequently very short-term and that leaves…”
Nov 29, 2024 negative
Traditional financial valuation skills are frequently useless in technology investing
“I have to say that there's a lot you have to, or I had to unlearn because the analytical skills you pick up valuation, for example, are frequently not that meaningful in a In a technology investment universe. So there was a little bit of a fair bit of unlearni…”
Nov 29, 2024 positive
Nov 29, 2024
Alok Sama would not have initiated the expensive ARM acquisition himself
“The arm deal, which I'm closely associated with I can't claim Credit for going out and buying that company, merely the execution because I probably would have, wouldn't have seen beyond the fact that the stock is expensively valued and you got to pay a big con…”
Nov 29, 2024 negative
The romanticization of entrepreneurial suffering is driven by survivorship bias
“Kind of the idea of desirable suffering, I don't buy into that at all. Yeah. You hear stories about people like Sansan who crashed and burned, picked themselves up. You don't hear stories about people who just crashed and burned, right? There's nothing desirab…”
Nov 29, 2024 neutral
Raw processing power is commoditized among top business and IIT graduates
“I think that that is somewhat commoditized. A lot of people have that. And a lot of people you end up interviewing who coming out of the top business schools or IOTs or whatever, Processing power intelligence is something you can take for granted.”