225: P/E Ratio Revisited

Horace and Judd say goodbye and announce a new adventure. www.asymco.com www.asymco.com 

In this special episode, Horace is joined by Oliver Bruce and Amir Haleem, CEO of Helium. 

Horace on buybacks, market cap vs GDP, and happiness. Thanks to Mint Mobile! Head to MintMobile.com/CRITICAL for free shipping on your new unlimited wireless plan, starting at just $15 a month! 

0:50 Jason intros CRV's George Zachary 2:20 Passing on Google at MDV and coming to peace with the anti-portfolio 5:51 Differences between leadership & management, where Steve Jobs, Larry & Sergey fell on that scale 10:27 Why 1990's VC was sales & marketing-driven instead of produ ... Show More

Renaissance Technologies is the best performing investment firm of all time. And yet no one at RenTec would consider themselves an “investor”, at least in any traditional sense of the word. It’d rather be more accurate to call them scientists — scientists who’ve discovered a syst ... Show More

Join host James Mackey and his guest Doug Landis, Growth Partner at Emergence Capital as they discuss the tech industry’s changing risk tolerance, adaptability, and smart decision-making for leaders. What is the impact of unit economics on bootstrapped organizations? Which compen ... Show More

Clay Finck is joined by Bob Muglia to discuss the AI boom, Bob’s experience working with Bill Gates, and how he helped lead Snowflake from $0 to $200 million in revenue during his tenure as CEO. Bob Muglia is a prominent technology executive known for his influential roles at Mic ... Show More

What I learned from reading Overdrive: Bill Gates and the Race to Control Cyberspace by James Wallace.----Come see a live show with me and Patrick O'Shaughnessy from Invest Like The Best on October 19th in New York City. Get your tickets here! ----Subscribe to listen to Founders ... Show More

On the podcast we talk with Eric about the largest consumer marketplace that’s ever existed, the growing exit opportunities for Consumer Subscription Software businesses, and why the CSS industry may be relatively recession-proof.Top Takeaways 👀 Simply occupying eyeballs isn’t t ... Show More

How can you use a company’s stock price to give you a window into the future? (00:21) Bill Barker and Deidre Woollard discuss: - Reasons for skepticism when it comes to AI hype. - How long a leash unprofitable software companies may have. - If being located in SIlicon Valley is s ... Show More

0:53 Jason intros Nicole Quinn 1:59 Nicole & Jason describe their separate Calm investments, will it be the first mental health IPO? 8:00 Calm's I.C.E. celebrity engagement method & how it got them LeBron James 8:54 Investing in Sophia Amoruso & Girlboss: what is it about "Force ... Show More

In this compelling episode of Tech Talks Daily, I chat with Aaron Peck, the dynamic CEO of Mothership, a company revolutionizing the freight industry with its on-demand network of connected trucks and streamlined local freight operations. Aaron, a former drummer for the band A Th ... Show More

On today's episode of Tech Talks Daily Podcast, I am joined by Cody Coleman, the inspiring co-founder, and CEO of Coactive AI, a Cloud 100-recognized startup transforming how organizations analyze and search image and video data. Cody shares his remarkable personal journey, from ... Show More