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.

Trend

recordings per month · last 12 months

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

Appearances

newest first · ▶ plays the moment

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: The AI Boom Will Create Enormous Roadkill: Who Wins & Loses | Why Founders Should Never Take Multi-Stage Money at Seed | Why Triple, Triple, Double, Double is Good Enough · 8 Aug 2026 podcast

Sure.

And I'll use their brand, right?

I'll use their distribution network to go out and say they actually don't suck.

We're not doing 10 million ARR yet, but like they're more patient and be patient and we're the testimonial sales person.

So I think there's some recognition of wow for $500 or a million dollars is not a bad insurance policy.

By the way, we're not doing that many eight million dollar rounds.

We're still finding three, four million

Yeah.

The valuations there move a lot, right?

They change a lot.

By the way, the other thing is there's very little evidence yet that these hot, hot AI companies that are raising huge amounts of money are capital efficient, right?

If they're anything but capital efficient.

Like the jury's out on whether that's gonna work.

AI, right?

Like it's almost like saying that you're not AI today is like I'm not using the internet.

It's like, why wouldn't you use the most contemporary tools?

So everyone's AI.

You've just got different approaches where you've got a second-time entrepreneur that goes, I know this domain really well.

I've been uh doing SAP consulting for 10 years or 20 years, SAP, and I've built a platform, but this part's

Still sucks.

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