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 months

Recordings per month over the last 12 months — 2 in all, peaking in Mar 2026 with 2.

Appearances

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: Why the SaaS Apocalypse is BS | Why China Will Win the AI War | Why 50% of VCs Should Not Exist and are Tourists | Why Stock-Based Comp is the Hidden Sin of the Valley with Mitchell Green, Lead Edge Capital · 7 Mar 2026 podcast

But again, it is a huge business.

It is like a $10 billion revenue company.

I actually think what people got wrong and why a lot of these software stocks have actually sold off, looking back in hindsight, is if you looked at the end of last year,

street numbers were too high for this year, just in general, like they didn't show enough decel.

And what I mean by that is you'd have a company that was forecasted to grow like, you know, that grew 20% last year, where the street thought they would grow like 19.5% this year.

It's a lot of large numbers.

As companies get really big, they de-sell.

And street numbers in general, all across software, were too high.

And so what will happen is Wall Street analysts, sell-side analysts are like pigeons, like squirrels.

And as the stock goes down, they're like, oh, now we got to lower my numbers and take the numbers down.

And a lot of big public hedge funds or public market investors

You don't want to own stocks when numbers need to come down.

You want to own them when numbers are about to go up, estimates are about to go up.

So what you're going to see is they're going to take numbers down at a bunch of companies, give it a quarter or two.

Companies will start to then beat numbers, and they'll raise the numbers, and the stocks will start to work.

But it's probably dead money for a little while.

If you don't have earnings or EBITDA, there is no floor in a lot of these things.

What we tell people is, if you want to own them, just buy them over a month-long period or buy them on down days.

But just like if you're an individual and you think you want to own a million bucks, $200,000 of some name, buy $50,000 every time it dips and sells off hard.

And maybe you'll never get fully filled, but you just won't catch a bottom.

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