John Coogan
👤 SpeakerAppearances Over Time
Podcast Appearances
But even if you're just in its overheated camp, there's real risk to the stability.
And I think that's where a lot of the bubble concerns come from.
Although we're certainly not seeing very many signs of the bubble.
I mean, obviously the valuations are high, but so are the revenue growth charts.
So we can go through some of the folks that...
Oh, that's interesting.
I have a napkin here from WonderCo, from the event I brought in.
A little souvenir.
I like a napkin.
I like a napkin.
Actually, now that I'm thinking about it,
Napkin math is insane.
It's extremely hard to write on a napkin.
It's way easier to write on the back of an envelope.
And you can get a big envelope.
You can get an envelope that's 8 1⁄2 by... It's effectively a spreadsheet.
If you're in napkin math, you've got to pivot... I will say I'm much more of a napkin math guy.
So you think a napkin is definitionally smaller?
Yeah.
Because a big envelope you could do a full spreadsheet on.