The Ledger
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Prince: Public market investor relationships are healthier and more honest than VC
“It's really hard to fire your VCs. It's hard for your VCs to fire you. And so as a result, like actually it's kind of dysfunctional. Whereas public market, like I love our investors because if I do something stupid, they call me up and they say, that was stupi…”
Prince: Prioritizing raw performance over power efficiency is a losing chip strategy
“We've seen this game before with Intel saying, oh, that doesn't matter. Like just get the most performance possible. You can water cool things, all kinds of things. That, that tends to not be the winning strategy over the long term, and so we do think that the…”
Prince: Pricing IPOs at maximum valuation benefits VCs over operating executives
“The problem with that is if you look at all the companies that, that have done that, so the Airbnbs and others that they basically, you know, that's great for your private market investors. That's great for the VCs. That's great for any of the founders that ar…”