Mitchell Green
speaker
1,004 appearances
2 recordings
2 series
first heard Mar 2026
last heard 24 Mar
Mitchell Green’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Mar 2026 with 2.
Appearances
A portion of our funds can be invested in public equities, so we're buying companies like Procore, Workday, Appian.
We love Clearwater Analytics, but it's in the process of being taken private, so the stock doesn't move.
We're big investors in Toast, which we've been buying back.
We were early investors in it and sold and are rebuying.
These companies aren't going anywhere.
The incumbents have distribution, data, and balance sheets.
It's a fool's errand to think all these companies are going to go away.
Not being said,
In any period when there is big periods of disruption, there will be new companies that are created.
There will be incumbents that thrive and adapt.
There'll be some incumbents that blow up.
Well, Workday's AI business is growing super fast inside it.
Keep in mind, they are $10 billion of revenue and like $3 billion of free cash flow.
So there is law of large numbers for a lot of these companies.
You know, look, it is not normal for companies to grow like Anthropic or OpenAI have.
And oh, by the way, Workday does it with serious profits or a company like ByteDance.
grows at, you know, 30% a year with massive profits.
Like, let's see what these companies would, how they would grow if they had profits.
Look, I mean, for seat-based pricing for Workday, I mean, Workday is more tied to, like, employment growth in the United States.
But, you know, the company, it's like a low-teens, high-single-digits grower.
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