Okay, Computer: VC Meetings Will Continue Until Morale Improves: Conversations with Rick Heitzmann, Deirdre Bosa & Trevor Marshall
RiskReversal Pod
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The Future of Product Innovation
I think you have to look sort of at someone like Block as well and how they compare. And I think mostly what you're getting in those types of dynamics is, well, what is the product innovation that's coming to take us to the next level of growth? Because even at trading 13 plus X revenues, there's an embedded assumption of there's going to be more product here that will increase monetization. So I think for the companies that really have quite a lot ahead of them, the trust in the product innovations that's going to come through is probably what's being given more credence in the market.
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