startup
also referred to as: startups
27 statements across 22 episodes · 10 bullish · 7 bearish · 12 people on the record · first statement Nov 3, 2024 by John Coogan · across every show →
Everything said about startup, oldest first
Nov 3, 2024 bearish
Coogan: ESG valuation hype never penetrated startups like the AI boom has
“Everyone knows that you can attach like dot AI to your B to B SaaS company and double your valuation. That never really happened in ESG just because I think the money that was actually flowing was mostly in the public markets. From these funds that, like, need…”
Nov 6, 2024 bearish
Startup Prediction Markets Will Severely Lack Liquidity for Series A Companies
“And so I could imagine this, but for a lot of startups, like the liquidity is just not going to be there because there just aren't going to be that many people that care about some series A company that like is got some VC platform teams have entire”
Nov 14, 2024
Nov 15, 2024
Nov 23, 2024 positive
Nov 23, 2024 positive
Nov 23, 2024
Dec 6, 2024 negative
Hays: Applying Google's multi-year planning leadership style stalls early-stage startups
“I feel like Google has been in this position where they can plan things across decades and multiple years. And if you apply that style of leadership to a startup, like you probably will never Get off the ground.”
Dec 6, 2024 neutral
Hays: Rapidly hiring 1,000 people produces a 20% to 40% failure rate
“If a startup had to hire a thousand people in three months, you would make, I would imagine, you know, I don't actually know what, like, great, sort of, like, hiring success rate looks like. I would imagine if nine out of 10 people you hire turn out to be grea…”
Dec 11, 2024 positive
Dec 12, 2024 negative
Jan 9, 2025 positive
Mar 6, 2025 negative
Mar 9, 2025 positive
Giffon: My business picks up the roadkill of the venture industry
“My business is picking up the roadkill of the venture industry. The startups, the founders that have triumphantly built Heroic and wonderful businesses and have gained 1,000,010 of millions of revenue and built incredible teams and have a wonderful product and…”
Mar 9, 2025 neutral
Mar 17, 2025 bearish
Lessin: AI will enrich Big Tech platforms but burn startup investors
“AI is going to make the big, big, big platforms a shit ton of money. And it's going to be really good for small businesses, but it is a terrible place to hunt for startups, right? It's a great way to lose a lot of money on startups.”
Mar 26, 2025 bullish
Mar 28, 2025 positive
Akhund: Startups are easier to underwrite than consultancies
“Definitely startups are actually easier, right? Like, people have a pretty big digital presence they have better websites, they have a LinkedIn, they have X, et cetera and, you know, their descriptions, their VCs, like, if a, you know, if a Sequoia funded comp…”
Apr 10, 2025 bearish
Roberts: Non-exceptional startups will struggle to raise funding for 18 months
“Counting on either support from your existing investors or a next round materializing over the next 18 months if you aren't just like absolutely crushing it and putting up insane numbers like I'm sure most of your audience does. But in that case, unless you're…”
Apr 26, 2025 bullish
Apr 26, 2025 neutral
Jun 23, 2025 bullish
Tan: Platform neutrality could enable hundreds of thousands of 10-person $1B companies
“We actually need the platforms to allow other people to enter, but if we do that, we can actually have tens of thousands or hundreds of thousands of companies, each of which can get to a billion dollars net revenue each, you know. And like, you could do it pro…”
Jul 5, 2025 neutral
Coogan: Startups face a stigma when hiring dev shops instead of founding engineers
“There's a stigma around hiring dev shops. You want to hire founding engineers. Like, you know, the title matters and the idea of like, okay, we have a full-time employee. We got somebody who's delivering. They're a high performer. Our team is cracked. We don't…”
Oct 22, 2025 neutral
Oct 23, 2025 neutral
Jul 7, 2026 positive