David Frankel

speaker

1,234 appearances 4 recordings 3 series first heard Oct 2024 last heard 8 Aug

David Frankel’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 3 in all, peaking in May 2026 with 2.

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But that one and a half to ten to twenty, I just think, are they executing?

And by the other, the other side is, is revenue the only metric?

Sometimes there is traction on dimensions that the market is not necessarily recognizing, but you're an insider.

So that account, the retention in that account is really good.

And that one account's now spending 4x what they spent a year ago.

And there are more DAUs and there's got to be traction.

And frankly, a lot of what we do to try to tell an entrepreneurial story to get more funding is the different dimensions of traction.

But I think there's like go, go, go overnight or you're you're bust.

I think there's a lot of orphans out there for that.

And sometimes, frankly, I look at like those funding rounds.

And they're called seed plus or or seed extensions, and I go, that may be the opportune moment.

Like when they're being abandoned and they can't get the capital because the bigger funds have moved on, maybe that's the opportunity.

It's not what we really do, but I can see it as a capital markets opportunity.

Do you remember Bullpen where it was like their business to do exactly those rounds?

Yeah, exactly.

Yeah.

I always thought that was an interesting business.

Yeah.

I don't know how they've done, but

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