Everett Randle
speaker
1,301 appearances
6 recordings
1 series
first heard Apr 2025
last heard 16 Jul
Everett Randle’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 3 in all, peaking in Nov 2025 with 2.
Appearances
It's still an immense amount of revenue, but like
You're telling me that they're going to put their SWAT team to grind out what is a top-down sale market over seven years to maybe add some portion of the ARR that they added in Q1?
It just doesn't make any sense at all in terms of the highest and best use of the labs.
time.
And so I think all of these markets, again, people need to think about what are the theoretical competitive risks and what are the practical competitive risks.
And throughout SaaS, I'm sure if Microsoft at one point was like, we're going to win this extremely niche market for X at any given point, and it became the number one project for the business, then they could go do that.
But they didn't do that because they had Microsoft Office
doing tens of billions of ARR and their security business doing tens of billions of ARR.
And so it's all these things around prioritization that I think people don't think about.
And so I'm not that bearish on the app player stuff.
And then the last thing I'll say is that
The other really interesting thing that I'm seeing is that there are all these short-term things that I totally get why companies are doing them.
And I think they kind of have to do them.
That in the long term, we're going to look back and be like, this clearly made no sense to do long term.
The biggest one that I see is every app, or not every app company, but a lot of these app companies now feel like they need to have a labs team where it's every single app company.
They'll hire a few researchers for meta or something.
And then all of a sudden it's like, well, we can defend ourselves from the labs because we also have a research team.
And we're doing AI research.
And it's something that I think we'll look back at.
In some cases, it will have been valuable.
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