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EP 64: Jay Simons (GP, BOND Capital) On How Product-Led Growth Turned Atlassian into a $40B Company

The Logan Bartlett Show

CHAPTER

The Constraints of Capital Consumption in Startups

The number of the biggest companies just never consume that much capital. The only exception is kind of snowflake on the graph. Snowflakes like the only ish company that consumes another huge amount of capital data dog a little bit. And then two by two matrix that I've seen of equity value created by capital consumed in the public companies. Now there are a bunch of kind of first principle things that I think Atlassian did.

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