tech

“Yelling is a great way to get your point across if used highly strategically. You cannot yell all the time. You cannot yell on every call. You cannot yell once a week. You probably shouldn't yell once a month, but once a quarter, keep that as a tool in your to…”

“Slightly worried that this is going to be like a five-year wave, going to be trendy, going to fade out.”

“I think we got a couple more, 10 X's left to go. I think the ceiling is far from where we're at now. I just think we have a couple, you know, 10 X sell downs on the way too.”

“So this is, I think, a very underrated bear case for tech in terms of AI, at least for this time period, is they've lost that That murky bargaining power over employees that they enjoyed for decades. And currently you're seeing what happens when you don't have…”

“And if you ask me five years from now, 10 years from now, is that percentage going to be higher or lower? I think the answer is pretty straightforward. It's going to be higher. It's just a question. Is it going to be 10 or 15?”