Mark Pincus

speaker

934 appearances 1 recordings 1 series first heard Jun 2026 last heard 23 Jun

Mark Pincus’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 — 1 in all, peaking in Jun 2026 with 1.

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Sourcery · Mark Pincus: How to Build Billion-Dollar Products · 23 Jun 2026 podcast

When do we get that?

The memory companies, I mean, I own those.

I just think you just have to believe that this is going to keep playing out.

And clearly investors, you know, the market doesn't believe it.

That's why they're trading below their peg.

I think it is going to play out.

I just think it's on a level that we have a tough time imagining.

I think there's so many companies now that are building real legit businesses, getting to huge ARRs.

I think consumer AI still feels uninvestable.

There's no obvious distribution.

There's been like two companies that make sense, like Sumo and Mid Journey.

There's like this prosumer place.

But I think that the whole environment is amazing.

But I also think it's like fraught with danger, like investor beware.

You know, there's.

that there i'm sure that there'll be a lot of carnage but but i really have this feeling like we're early in a cycle and and i think it's i think it's going to be bigger than we can imagine i think these two to five trillion dollar companies are going to be 10 to 20 trillion dollar companies or more it's just hard for us to the numbers are too hard for us to imagine

Yes.

However, the danger of looking backwards at those charts is that that's what was true in the last 10 or 20 years.

And it just doesn't... So you can go to 2021 and he's right about that.

It just doesn't mean that it's going to play out the same way.

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