Chad Peets

speaker
5,588 appearances 7 recordings 2 series first heard Aug 2024 last heard 23 May

Chad Peets’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
4 · Jan OctJan 26AprJulnow

Recordings per month over the last 12 months — 6 in all, peaking in Jan 2026 with 4.

Appearances

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What's the biggest thing you learned?
There's just different ways of running a business.
The way in which that company is run, I've never seen before.
It's just different structurally, organizationally, everything is different.
And there are times when you're like, how can this work?
And then the next thing you know, it's working.
So it forces me to recognize that although I've seen something be successful in the past, it's not the only way to be successful in terms of how you run the business.
Well, I mean, it's a fair question.
Snowflake today is worth, what, $55 billion?
Yeah.
So is somebody going to make the argument to me that Databricks is worth two and a half times Snowflake?
Nobody's making that argument to me.
100%.
Remember, private markets, you know, this takes three guys to set your market price.
Public markets take millions of people to determine your price.
So is the question, can they go out?
Probably.
Can they go out at $150 billion, 10% above their last valuation?
I think that's why you're seeing companies do things that we've never seen before, like offer tender offers, continuing to raise financing and offer secondaries because they're effectively providing the same level of liquidity to their employees that they would get if they went public.
Because otherwise there is no liquidity and they have an issue.
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