The underlying disease is that some companies for unknown reasons seem to get bored with themselves and their core business. Sales force is a good example. They've had a rough month between Brett Taylor leaving and Stuart Butterfield leaving. And we're taping this first week of January, 2023. Your former boss, Mark Benioff just announced 8,000 layoffs. So perhaps a company whose best days are behind them? Another one that may or may not fit that category might be Facebook.
This is one of my favorite episodes of the year. It’s our third annual long, strange trip into the mind of a Silicon Valley legend.
Dave Kellogg is one of the best marketers, CEOs, tech provocateurs, and board whisperers around. He was an executive at iconic companies like SAP, MarkLogic, and Salesforce turned investor and board director who is now an executive in residence at Balderton Capital.
In this episode, we discuss, well, just about everything that matters for the tech economy… startup growth metrics, generative AI, how to get funded in 2023, and of course our favorite jam band.
Listen and learn:
- What Dave got right… and not so right… in his 2022 predictions
- How startups can survive downturns
- How to fix the problems at Salesforce, Amazon, and Facebook
- What single theme will characterize 2023 in Silicon Valley
- What will happen to startups that raised massive rounds in 2021
- Why virtual companies won’t outperform companies built around hubs in tech centers
- What’s ahead for consumption-based pricing and PLG
- Why generative AI poses an existential threat to Google
References in this episode: