goodlisten

Clip

The Level of Tolerance in Late Stage Growth Investing
listen on SpotifyListen on Youtube
55:52 - 57:31 (01:38)

Late stage growth investors won't tolerate giving away a bunch of stock and will hold companies accountable like a public company that runs them off a cliff. The fast cycle time of creative destruction in free market capitalism has contributed to this level of tolerance.

Similar Clips
The two companies have different strategies for acquiring and retaining customers - Stripe focuses on a large number of tail customers while Adyen targets larger enterprise customers.
03:03 - 12:37 (09:34)
listen on SpotifyListen on Youtube
Customer Acquisition, Profitability
Summary

The two companies have different strategies for acquiring and retaining customers - Stripe focuses on a large number of tail customers while Adyen targets larger enterprise customers. While both companies have seen success, Adyen's approach has resulted in maintaining and raising long-term profit projections.

Chapter
The Different Strategies of Edge and Stripe in Their Respective Markets
Episode
E117: Did Stripe miss its window? Plus: VC market update, AI comes for SaaS, Trump's savvy move
Podcast
All-In with Chamath, Jason, Sacks & Friedberg
The next few years may lead to around $500 billion in capital loss, and it may lead to the destruction of trillions of dollars in 2018 and beyond.
1:13:32 - 1:17:33 (04:01)
listen on SpotifyListen on Youtube
Financial Markets
Summary

The next few years may lead to around $500 billion in capital loss, and it may lead to the destruction of trillions of dollars in 2018 and beyond. As a result of recent layoffs at corporations like Metta, many talented people may seek new opportunities at startups or smaller companies.

Chapter
Shift in Sentiment for Fed and Capital Loss
Episode
E104: FTX collapse with Coinbase CEO Brian Armstrong + election results, macro update & more
Podcast
All-In with Chamath, Jason, Sacks & Friedberg
In this podcast conversation, the speakers discuss the possibility of virtual reality devices, such as Apple's goggles, Google Glass, HoloLens, and Oculus, becoming a new computing modality used every day for two hours, and predictions for which company will come out on top in the race to dominate the market.
55:01 - 59:49 (04:48)
listen on SpotifyListen on Youtube
Virtual Reality
Summary

In this podcast conversation, the speakers discuss the possibility of virtual reality devices, such as Apple's goggles, Google Glass, HoloLens, and Oculus, becoming a new computing modality used every day for two hours, and predictions for which company will come out on top in the race to dominate the market.

Chapter
The Future of Augmented Reality and Computing Modalities
Episode
E66: $FB's major pullback, Rogan/Spotify mess, Xi/Putin meetup and understanding supply chain issues with Bestie Guestie Ryan Petersen (Flexport CEO)
Podcast
All-In with Chamath, Jason, Sacks & Friedberg
Learn the basic rules of numbers when it comes to stock market corrections and understand how they can move in advance of interest rates being raised or lowered.
2:11:47 - 2:16:07 (04:20)
listen on Spotify
Stock Market
Summary

Learn the basic rules of numbers when it comes to stock market corrections and understand how they can move in advance of interest rates being raised or lowered.

Chapter
Understanding Stock Market Movements based on Fed's Actions
Episode
#42 Rob Luna - Wealth Strategist on the Recession and Inflation
Podcast
Shawn Ryan Show
The traditional notion that companies need to outsource to grow is changing.
1:05:04 - 1:07:27 (02:23)
listen on Spotify
Startup growth
Summary

The traditional notion that companies need to outsource to grow is changing. Many startups such as Milk Makeup and Deciem are now keeping their entire businesses in-house and gaining similar success to their outsourced competitors.

Chapter
Challenges of fundraising within a specific market
Episode
#143 with Jeremy Cai of Italic - Influencer Coffee Making Millions, What Cold Chain Is and Why It's Booming, And Tons of Ideas
Podcast
My First Million