Gili Raanan

speaker
558 appearances 2 recordings 2 series first heard Mar 2025 last heard 28 Mar

Gili Raanan’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
1 · Mar OctJan 26AprJulnow

Recordings per month over the last 12 months — 1 in all, peaking in Mar 2026 with 1.

Appearances

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Now you can do higher than the bar.
That's great.
Good for you.
Do that.
You know, you can go from five to 50 to 200.
Please do that.
But even if you do
I don't know, in UARR, 1, 4, 16, 48.
Those are terrific numbers.
You'll do well.
You may not be the most iconic company ever, but you'll be a very, very nice company.
I'm not always sure I understand public markets.
I'm confused and baffled exactly as you are.
My guess, markets have expectations about growth rates, exactly as we have discussed.
And for whatever reason, if they believe that the growth rate of a company would decline, because of whatever reasons,
My guess is there is an expectation that autonomous programs would displace and would eat part of the business of those companies.
But I'm not sure and I'm not confident about what I'm saying.
But that's my assumption.
then you would see the multiplier declining.
But if those companies would continue, regardless of the market, would continue to grow at an incredible pace, the multipliers would rebound back to where they are.
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