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 months

Recordings per month over the last 12 months — 3 in all, peaking in Nov 2025 with 2.

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TBPN · TML Inkling, California Forever?, TSMC Capex | David Baszucki, Everett Randle, Eric Glyman, Jordan Black · 16 Jul 2026 podcast

All these things are big and therefore, you know, more and more money into these things and they just keep getting marked up.

And the last time I felt like investors had this much of a sense of inevitability, like, yes, it's expensive, but like it's going to get marked up in six months, so therefore we should do it, was the summer and fall of 2021.

And we all kind of know how that ended up.

A useful analogy here is maybe in sports.

So let's say you are up to bat in baseball in the World Series and you hit a grand slam.

And then the next at bat, you hit another grand slam.

And so you're like, okay, I've hit two grand slams in a row.

Basically, whatever else I do for this game, I did my job.

I'm good.

I'm great.

And counterintuitively, honestly,

That might make you better because you're just swinging free.

You're swinging away.

You're taking a lot of risk.

You're like, screw it.

I've already done my job.

I've already contributed to my team and scored a bunch of runs for my team, so I'm just going to swing away.

I think that very much is the case around the industry where if you have a lot of exposure, especially in Anthropic, but also in OpenAI and a few other companies, you're

A lot of these firms have sprinkled their exposure across several different funds.

It's not like you invested in Anthropic in one fund.

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