
Yet Another Infra Podcast - Episode 8 - Jamin Ball, Vitaly Gordon, Steve Kamman, and Alex Clemmer in a conversation about the potential for a fourth public cloud provider, investing in the current market, the bar for future investment, ...
Yet Another Infra Podcast
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Investing in LPs
I would say the conversation that we wanna have with all of our companies is just because we have that cash doesn't mean we need to spend it, right? It's why you see companies like Microsoft who's generating tens of billions of gap net income talking about laying off 10,000 people. And so for companies, but we wanna believe and what we really wanna align on is just because you have three, four, five years of runway doesn't mean it needs to be spent in efficiently working on four or five different products. I'll pitch out a thought which is if you change the words, everything you said pretty much applies to public markets as well. The only other point I'd make
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