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 months

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

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Getting to 100 billion, there's a lot between zero and 100.

To get there is the hard part.

Now, what we are seeing are these very large firms dumping historic levels of money into the perceived winner in the category.

And these are just good old network effects.

Once you have these data sets, they are compounding very differently than they used to.

And so that strategy is very clear.

However, it is consensus, and it may return consensus-style returns.

Our job and our hope is we want to get to a well-before $400 billion, right?

And then we'll have them raise that capital then.

And so that is the challenging and fun part of our business today.

Look, we started Marathon as a firm that does two to three deals per year with four investors that are working their tail off all day, every day.

And

AI has created an environment where having agents running around booking meetings for you and doing diligence is no longer an edge.

What is an edge is years and years of experience, years and years of experience working together.

complete and total dedication to an investment process that we have laid out and talked about relentlessly.

And then lastly, the human component of this, right?

Platforms are owning Mindshare and owning the world today.

They also have five, 600 companies in the portfolio.

We want to focus on a low end number of portfolio companies and founders and lean into the human component of this business.

I got my start in this business with a firm called Canaan Partners.

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