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.

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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 the funny thing is, if you actually do the long-term analysis on buying just indexes, the NASDAQ or the S&P, it actually turns out just like if you look at very long-term longitudinal data, that if you just actually just buy it on a big down day, it's nearly impossible to time it.

i would agree with that partially though i do think there are very good ceos you need like a growth mindset and i believe that there are companies that are run for growth and there are companies that are run for margins anytime you have big technological transformations you want the management team that is run by the company that is focused on growth that are like they're growing and by the way those are oftentimes entrepreneurs

Another way to think about it is oftentimes when companies are run for margin, earnings or EBITDA margin, they're oftentimes heavily levered.

Where I think the biggest opportunity to disrupt incumbents today is software, tech-enabled services, any company.

It actually can be a manufacturing company.

It doesn't matter.

Any company with a bunch of leverage on it because those companies don't have the cash flow to innovate.

By the way, you can look at 99 and 2000 and look what happened.

And so if we had sat here in 99, we would have debated, are all the traditional retailers going to go bust?

And are all these e-commerce companies going to be gigantic?

If you look today at the 10 largest e-commerce companies in the United States, six or seven out of 10 of them are traditional retailers.

They're people that were on way before 99, Walmart, Target, Home Depot, Lowe's.

However,

There were a bunch that went bust too.

Sears, Kmart, Montgomery Ward, Bed Bath & Beyond.

And you have to ask yourself why.

Most of those companies had huge amounts of leverage, so they couldn't innovate.

Whereas like Walmart, we didn't have leverage.

And they're like, we're going all in.

We're going to like bet the company on this stuff.

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