Federal Reserve
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 24, 2024 by Tomasz Tunguz · said 15 times in 6 episodes since 2023 · across every show →
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brought up most by Chris Dean (6), Jason Lemkin (3), David Sacks (3), Tomasz Tunguz (2), Janelle Teng (1)
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2025 6 mentions in 1 episode
2024 2 mentions in 1 episode
2023 7 mentions in 4 episodes 2 per episode
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Everything said about Federal Reserve, oldest first
Oct 24, 2024 neutral
Tunguz: Software burn rate dropped from $5 to $3 per ARR dollar
“During the twenty-twenty era, most companies were burning five dollars for every new dollar of bookings. When the capital markets retrenched and the Fed raised rates, 550 basis points. Companies went from burning five dollars for every dollar, marginal dollar …”