execution
2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Feb 22, 2025 by Sharath Narayana · across every show →
Everything said about execution, oldest first
Feb 22, 2025 positive
Narayana: Rapid tech pace makes execution and distribution the only true moats
“Today the pace at which technology is going, it's very hard to have 12, 24, 36 month lead up in the market. Everybody has an idea, right? That whole execution of that idea will make the biggest difference. And if execution becomes your biggest moat, then your …”
Jun 11, 2026 neutral
Saxena: The difference between a visionary and a con man is execution
“The difference between a visionary and a con man is execution. Right? If you commit to something and you show up and deliver it and it works really well, great, like you'll come across as a visionary, but if it doesn't, Then you're a con man, right?”