Ev Williams

speaker

383 appearances 2 recordings 2 series first heard Jun 2026 last heard 18 Jun

Ev Williams’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

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

Appearances

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: SpaceX Soars to $2.7TRN | Anthropic's Fable Banned by US Government | Wix and Adobe Hit All-Time Lows | Mistral Raising at $20BN and The Case for Sovereign Models | Fin Acquired by Salesforce for $3.6BN · 18 Jun 2026 podcast

I just pulled it up really quick, Rory, just for, since you mentioned it.

So the Bessemer NASDAQ Emerging Cloud Index over the last five years is down 44%.

And the SOX, the iShares Semiconductor ETF is up 325%.

And so it's just like, you just like, you know, go short SaaS and go long semis and you've made, you know, better money than any other hedge fund manager in the world, besides Leopold.

Rory, are you calling your shot as Owen is the next Salesforce CEO?

Is that what you're saying?

I think this is where, this will be my last comment on this, but like this is where it gets really, where this cycle becomes really insidious to these incumbents.

Because I think in 2021, when your currency as stock is worth so much, you can do a lot of these really ambitious product acquisition things.

So like you can have the square cash app deal.

And it's fine because even though the stock goes down later, it's like, well, at least you paid for expensive stock with this expensive stock.

The really tough thing is when the like pair trade where like all of the AI valuations or like are going like thermonuclear up and your evaluation is getting cut by 60%.

You can't buy anything.

You want to know what would make the stock price go down another 30% if they paid a quarter of their equity for some AI company that public shareholders might not even want to buy.

And so all of the really amazing AI, they should have done this two years ago.

They should have robbed the cradle of all these AI companies before and overpaid when they were still like C to A companies and like gone in AI product suite.

They failed to do any of that.

And of course, they sort of attempted with Figma, even though that was kind of before the whole AI wave.

It was pre-ChatGPT.

But they failed to do any of that.

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