Software Snack Bites Jamin Ball - Partner at Altimeter Capital, Cloud Metrics, Macro Viewpoint for Founders, Backing Essential Companies, Trends in Cloud Data Infra
15 snips
Mar 1, 2023 
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15
Introduction
00:00 • 3min
The Biggest Lesson You've Learned From Red Point and Altimeter
03:15 • 2min
How Do You Deal With a Bad Stock Market?
05:45 • 3min
Clouded Judgment
08:57 • 5min
Is the Cloud the Next Big Thing?
13:42 • 3min
What's the Difference Between Seat Based Pricing and Assumption Pricing?
16:56 • 4min
Is Seat Based Pricing More Predictable Than Usage Based Pricing?
20:59 • 3min
Thesis Behind Cloud Data Infrastructure
24:22 • 3min
The Macro View of Free Cashflow for Founders
27:38 • 3min
Is Inflation Going Down?
30:14 • 6min
Be Macro Aware, but Grow Obsessed
35:53 • 5min
Fundraising Can Be Very Obtrusive for Founders
40:36 • 2min
Early Stage Investors Are More Thoughtful, Right?
42:37 • 2min
What's Your Favorite Technology or App?
44:10 • 2min
Software Snack Bites
46:25 • 3min