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

I know funds that have Anthropic in eight of their funds because they're like, this is the golden goose, the masa golden goose.

They call it golden eggs.

We're going to put it in every fund.

And so then now they're like, look, all of our funds look great.

They're going to look even better when Anthropic IPOs.

So like, let's take some risk.

Let's like, you know, let's swing away.

And honestly, it might do them well.

But that's the whole concept of playing with house money is like Anthropic's going to boy so many fund returns across their portfolio of funds that you might, you know, you're like, look, we don't need to play super conservatively from here on out.

It's funny.

Yeah.

You still had like obviously you didn't you didn't have the extent of IPOs of like a SpaceX and opening Iron Anthropic.

But, you know, you had like DoorDash.

You had, you know, Airbnb.

You had Palantir.

So you had like you did have some liquidity, you know, New Bank, a few others.

So you had like there was a lot of money that was made, but it wasn't.

You're right that it wasn't to the extent of Anthropic where you're like, oh, we had New Bank.

So therefore, like we can like go to the beach and just like take a bunch of risk.

You're totally right.

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