Everett Randle
5 statements across 2 episodes · 3 bullish · 0 bearish · 1 people on the record · first statement Apr 17, 2025 by Everett Randle · said 13 times in 3 episodes since 2024 · across every show →
On the record as a speaker too: Everett Randle's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by John Coogan (13)
tap a year for its mentions
2026 9 mentions in 1 episode
2025 1 mention in 1 episode
2024 3 mentions in 1 episode
Everything said about Everett Randle, oldest first
Apr 17, 2025 bullish
Apr 17, 2025 positive
Aug 16, 2025 bullish
Randle: AI Revenue Quality Could Exceed SaaS When Monetizing Like Labor
“I do think as some customers crack these agentic products that look and Monetize more like labor. AI revenue could actually exceed the quality of SAS revenue just because you're getting so much more gross profit per customer or like customer relationship than …”
Aug 16, 2025
Randle: 2010s SaaS Faced Much Lower Competition Than Today's Software
“The competitive intensity of SaaS during the twenty-tens was much, much, much lower than it is today. Like during the twenty-tens, there was an entire crop of companies in the 2000, but then especially in the twenty-tens, you could basically pick either a vert…”
Aug 16, 2025 neutral
Randle: Frontier AI token price declines will slow down dramatically
“There's going to be a very, very large set of tasks that models do that are not on the frontier. And those are going to continue to get dirt cheap. I actually think that at the frontier, you're probably going to see continued price decreases on a per token bas…”