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investing

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Apr 10, 2025 by Brendan Foody · across every show →

Everything said about investing, oldest first

Apr 10, 2025 neutral
Insight
Foody: Software talent is power-law distributed, but less extreme than venture investing
“It's very industry by industry, right? Like for you and in investing, right? It's like the most power law thing imaginable. And where it's just like the top handful of companies each decade are the ones that matter such a disproportionate amount. And it's the …”
Brendan Foody Apr 10, 2025 ▶ 4:30 No Priors Ep. 110 | With Mercor CEO and Co-Founder Brendan Foody
Aug 6, 2026 negative
Insight
Gil: Investors are conflating market size with speed to scale
“And people Are, at least in my experience collectively, at least investing against the fact that they believe the speed is there, which is different from the market size. People are conflating the two things right now, in my opinion.”
Elad Gil Aug 6, 2026 ▶ 7:59 Chasing Trillion-Dollar Companies, Founder Ambition, Token Budgets, & Regulatory Capture
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