Tim Byers: Monday.com is an interesting business when you consider its growth and it has all six signs of a rule breaker. Over the last several quarters 56.9%, 64.9%, 75.2%, 83.9%, year over year revenue growth. While margins are going up operating margins now have come in under less than 10%. Now it's still negative but it's trending up in the latest quarter. Last thing I'll say about this is you have a pretty reasonable compensation package for this particular company. They do give out a fair amount of stock based compensation in 2022, $17.5 million.
Gordon Moore and Moore's Law helped define a transformational period in technology. We reflect on his legacy and look at how the next chapter of tech leaders are trying to shape the future and the development of AI. (00:21) Tim Beyers discusses: - Moore's Law and Gordon Moore's mark on the tech industry and the world - How semiconductors became such a critical industry - Intel's disciplined approach to capital allocation
AI Open Letter: https://futureoflife.org/open-letter/ai-open-letter/
(15:46) Nick Sciple and Tim Beyers go head to head in our Market Madness Championship. Who will cut down the nets? Companies discussed: INTC, MDNY, BWXT Host: Dylan Lewis Guests: Tim Beyers, Nick Sciple Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks
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