Ev Randle
5 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 29, 2026 by Ev Randle · across every show →
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Everything said about Ev Randle, oldest first
Jun 29, 2026 bearish
Randle: High gross margins in AI products signal low feature usage
“Now gross margins, if your gross margins are high, that's actually a bad thing, because, you know, AI inference costs a lot of money, and if you have an AI product with high gross margins, that means that no one's using your AI features”
Jun 29, 2026
Jun 29, 2026
Randle: AI startups can hit $1B revenue without proving unit economics
“The thing that's changed massively in the new AI paradigm is that you can have businesses that are well over a billion dollars in revenue that haven't proven out their unit economics. They haven't proven out, you know, durable product differentiation. In many …”
Jun 29, 2026 neutral
Randle: Andreessen Horowitz and General Catalyst are asset managers, not VC firms
“But I think a lot of these firms, they have just become alternative asset managers. And like, that is what they are. And they have venture products, but they are not venture capital firms. And that's, that, that's not me being like, oh, they're not VC firms be…”