Brian Kim

“In fact, I back be real with or without the growth curve because the retention was so high.”

“I ended up flying to London sort of told Maddie, I'm like, I happen to be in London tomorrow. Let's chat. And we ended up getting to terms and an agreement in the next, you know, in the four hours I was on the ground.”

“What is different now is because of AI, because you can introduce different tiers, you can introduce credit for overage usages or what have you actually see revenue retention being higher than unique user retention.”

“I think six months ago, Molly, if we sat down and you were like, Oh, what are the interesting metrics? I might've said revenue per you revenue per employee. I don't even know if that makes sense anymore. There are so many companies that are just, that's mind b…”

“The idea that Pre 2024 companies have this infra debt, and it's so hard to unjumble, and you can't innovate, you can't grow fast. I don't think that's true. What I do think is true is you need founders who are understanding of the technical advancement that's …”

“There are a couple of memos that I've written with a team where we try to compare the product shipping velocity across all players in, in, in the same sort of space.”

“So when I see companies that are going from zero to 50, zero to a hundred, zero to 500 in run rate in a very short time, to me that says, There's an incredible value that is being created and market may or may not be efficient in the short term, but sure as he…”

“My guess it's an ambient device. I think it'll be closer to I AirPods of the world than glasses.”

“I don't think you can get away with that in New York. Zero chance. What I mean is just like, it's just cringe. You can't come to an event with a pin that's recording.”

“Now we're at a place where private companies are very large. They've been staying private for a long time. They're secondary. They're tender offers. There are different ways of getting liquidity back as well. So I sort of look at this trend as larger companies…”

“So what I now look for is velocity. And what I look for in those are two to three things, velocity in user growth or revenue. Nowadays people are very willing to pay for tools, especially in this early age. So tools that are actually effectively monetizing and…”