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

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TBPN · Blue Origin's Historic Landing, Valve Unveils Steam Machine Console, 2wai Reactions | Everett Randle, Adam Faze · 14 Nov 2025 podcast

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Great.

Um but the the the actual point of the original piece and probably what I got wrong about the original piece more specifically was I zeroed in on Tiger as the example.

Yeah.

And I and I actually was like, Oh, I'm bullish on Tiger because I think this is a good strategy.

Yep, yep, yep.

So I I actually said like, hey, this is a great strategy and it's going to continue.

Um and the strategy being like, Hey, there there's like venture returns.

Historically, if you look like since two thousand, at least of the great funds have been awesome.

Like every great fund that is raised like and by the way, the only way that you raise really large funds is if you earned the right by having amazing returns.

So all of these brands have had really, really amazing returns.

And the the simple math was that you could

put a lot more money out the door, especially as we had the emergence of these companies that show like increasing returns to scale.

This is the whole kind of idea be behind the Mag Seven, is that in technology when you have network effects like you do in consumer social or economies of scale like you see with Amazon.

You just kinda keep winning at a greater and greater scale, assuming that your TAM is big enough.

Um and so the whole point of the the the essay was like, Hey, wow, like you can

R even if you reduce your implied returns a fair amount on on your forward returns, if you just put more money out of the door, there's just so much more like absolute dollars to be had for for all of these firms.

So I think like in the four years since that piece came out in 2021, I think that has been the prevailing trend in venture.

I mean, very clearly.

I don't think that's you know that's a very consensus thing to say that a lot of these firms have realized that like, wow, there's so and like I think that's actually the beautiful part about our asset class now.

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