AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
1min chapter
E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles
All-In with Chamath, Jason, Sacks & Friedberg
Is Your Thing Worth Five Point Six Times?
There is a terminal end point to ation, right? At the end of the day, there is a buyer of last resort, and that is the public market investor. I saw something this morning from morgan stanley that said, if, however, you're a massive grower, 50 % plus grower, there's 30 companies in the sass index that grow,. But only 30 in the entire world that grow above 50%. So the game is over. And the idea that there's a quarter trillion, i think that that's a fallacy.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode