Michael Gilroy
speaker
885 appearances
1 recordings
1 series
first heard Jul 2026
last heard 20 Jul
Michael Gilroy’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.
Appearances
So network costs were going to come down.
I knew that they were early in building their fraud risk and compliance machine.
So that was going to come down.
And so I can go through every single last cogs.
And because I've been on the market for so long, I knew that we were going to get a lot of inflection there over time.
And today it's, you know, doing 300 million of net income.
And thankfully this has come true.
And so this is still true in AI.
So it's not to say I don't want to invest in a negative 10% software business that's leveraging AI.
It's I really need to understand it and understand which camp this founder is in.
And this is where the additional layer of diligence comes in.
Company building is very different, right?
There's the pace of innovation and the pace internally it's
Necessitates, I think a different level of poise in a founder because every day we're waking up and there's some massive round, there's a new product launch that are rendering some businesses obsolete overnight.
And so we really are spiking on potentially second time founders, but mostly mature founders, feet on the ground that are going to run their own race and not be distracted by tech Twitter, which is a really dark place.
Really focus on the team because ultimately
the famous trope, build a good team, build a good business.
And I believe that to be true today, but it really does require a certain level of poise and operating rigor.
The million dollar question right now.
I don't view horizontal versus vertical much differently than I did before.
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