Gordon Ritter
10 statements across 1 episodes · 4 bullish · 2 bearish · 1 people on the record · first statement Jan 30, 2025 by Gordon Ritter · across every show →
On the record as a speaker too: Gordon Ritter's record, appearances and statements → this page counts the times other people say the name.
Everything said about Gordon Ritter, oldest first
Jan 30, 2025 bullish
Ritter: Voice and Hardware Modalities Will Open Whole New Software Categories Like Mobile
“And I think one of the things we believe is there's going to be a whole new, if the mobile device was something that opened up a whole new category of software for mobile devices, we've got devices companies like Bland that may open it up for voice in unique n…”
Jan 30, 2025 bearish
Ritter: Interest rates probably will not drop and may rise
“Interest rates are probably not going down. My bet is that they're Either going to kind of stay where they are, which is fine for kind of absolute, you know levels, but we have some potential policies coming that could drive up interest rates and basically inf…”
Jan 30, 2025 neutral
Ritter: $500B Stargate project is $100B equity, 75% chips, 25% infrastructure
“Remember, it's equity dollars and debt that's going into this, so five hundred billion is probably a hundred billion of equity, of money going in that is sort of risk money, the rest is building out The infrastructure, 25% of it goes to buildings and cooling s…”
Jan 30, 2025
Ritter: High user engagement is effectively revenue because monetization inevitably follows
“The classic line now we say, When we call it the Figma effect is engagement is revenue. If people are using it heavily and love it, you might as well just be getting paid for it, even if you're not, because you'll find a way.”
Jan 30, 2025 positive
Ritter: Promoting VCs internally makes equal partnerships stickier and prevents departures
“When you've come through the firm for many years, you're not as apt to say, ah, you know, I just landed this great deal, and I'm not getting, you know, extreme amounts of credit for this. I think I'll just take off and go somewhere else, because you've been pa…”
Jan 30, 2025
Ritter: Emergence passed on early Figma because its revenue was too low
“Figma was one that we all, back to we work as a team, we all looked at Figma back when their revenue was low, but their engagement was incredibly high and spreading within organizations, and we just couldn't get comfortable. We were a little biased on if we're…”
Jan 30, 2025 bearish
Jan 30, 2025 positive
Jan 30, 2025 positive
Ritter: LPs Know Real Venture Returns Come from Early Stage, Not Late Stage
“Most of the LPs that are backing this segment, the venture capital segment, know that the real returns come from early stage and later stage is great, but it's a different, it's closer to their buyout category than it is to their what they call venture capital…”