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19 results for “execution”
the police department works for us. We're the taxpaying citizens, and you wanna know how's your money being used. It's being done in a way that's kind of societally just and forward. So that's the product side. And then policy is you have to hold peo
9:36 / 10:53
from transcript9:36 – 10:53
How do you think about every situation being fresh or actually learning from the past? I'm just intrigued given the many different exposures from macro. I I think one one of the behaviors in venture, you know, which you just, you know, noted kind of
5:58 / 7:26
from transcript5:58 – 7:26
that one needs to learn early in one's career and, you know, it's not that those lessons weren't there. I just ended up learning them in the post to.com bust, downturn when, you know, all the cracks were revealed. It might have been better to to have
5:14 / 6:27
from transcript5:14 – 6:27
Wall Street bets would be going nuts for this stock, the equivalent at the time. Not at all the case. The stock is, like, basically flat. Wall Street kinda hates it because the manufacturing operations and the JVs require so much capital, and they're
1:33:43 / 1:34:44
from transcript1:33:43 – 1:34:44
100% market share in countries like South Korea. They end up getting I should know this. I I either a 100% massive market share in China, which is adopting, you know, mobile for the first time and, like, this is so much. So the first 1995 is the firs
1:33:00 / 1:34:04
from transcript1:33:00 – 1:34:04
Something that I think a 16 z is really good at. Yeah. Yeah. And in part, that was based on actually watching WeWork, which is but by the time you get in a situation where you're fighting with your investors, like, things things just do not end well.
41:59 / 43:16
from transcript41:59 – 43:16
Presented by dot tech domains, where tech founders find sharp, memorable names for their tech startups. Hello, and welcome back to Equity, TechCrunch's flagship podcast about the business of startups. I'm Kirsten Koroszek, transportation editor, and
0:00 / 1:06
from transcript0:00 – 1:06
If you apply what happened in 05/06/2007, it is identical running towards private equity right before it collapses and then running towards venture right before it collapses. So That's different from the kind of opportunity you wanna pursue. So I'm a
24:41 / 25:53
from transcript24:41 – 25:53
Oh, I've read a lot of business books over the years, but now when I'm going to bed at night, I want some trash and I read Jack Reacher. Oh, wow. I had in my head that you were gonna say Sapiens or something. I was like, oh, no. I do like that book.
42:57 / 44:34
from transcript42:57 – 44:34
and the other is fun. And those two core values really do reflect who we are, and I'm convinced that those core values and living those core values has led to our ability to make mistakes and be free to analyze those mistakes, not so that somebody ca
30:03 / 31:06
from transcript30:03 – 31:06
And you have activist investors who will sit there and sort of punish those businesses. For that reason alone, companies would like to stay private for a much longer period of time in order for them to perfect their business model and maximize their
4:29 / 5:31
from transcript4:29 – 5:31
And eventually, people start to question what happens to the track record of a fund that gets very large. And I knew that either capital was gonna remain free and we were going to have a problem because we're just gonna start scaling beyond how ventu
23:56 / 25:03
from transcript23:56 – 25:03
Shale patch, you saw no increase in energy capital spending in The Middle East. And finally, Europe followed a complete boneheaded energy policies that were basically reliant on two things, the hope and prayer that alternatives would turn out to be m
30:02 / 31:08
from transcript30:02 – 31:08
but, you know, the laypeople are like, why don't why don't you invest it? It's not that simple. Your EPS goes down. No one likes that with a normal company. No one wants to see Zoom's revenue EPS go down. Like, it's the whole value of the company tod
57:02 / 58:47
from transcript57:02 – 58:47
secure in the knowledge that no one has a voice other than them. And they can actually spend their cash, which is otherwise trapped. It's trapped with these large public companies. It just builds up in weird areas, and it's unspendable. All you can d
56:37 / 58:14
from transcript56:37 – 58:14
being punished because VCs deployed way too quickly in 2021. And now they're like, well, we deployed hundreds and hundreds of millions of dollars in twelve months. Now we need to make sure this fund lasts for three and a half to four years because ou
37:25 / 38:33
from transcript37:25 – 38:33
Companies that have that were raising, you know, multibillion dollar valuations at, you know, thousand x ARR is the craziest, like, just as a pure, like, investment multiple valuation perspective. Ultimately, though, the craziest thing that happened
36:39 / 38:06
from transcript36:39 – 38:06
But between now and year five, you're gonna be double doubling your tech capital spending investment, which is adding demand before the productivity benefits show up. So it's not a slam dunk to me at all about what about what AI means for for monetar
50:12 / 51:16
from transcript50:12 – 51:16
and it's a core memory for me going on that trip. And so I I love the combination of positive and and negative incentives there. And for me, it's deeply personal, the impact that these small behavioral changes and reward systems and punishment system
33:38 / 34:46
from transcript33:38 – 34:46
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