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
The company can now continue to grow
I mean, they're not going to fire all these people, but they can keep the same number of people and make people much more productive.
And I think that's what people are missing.
I think there's two things.
One, this is going to lead to a giant productivity boom.
Two, software companies have never been about R&D.
This is not semiconductor investing.
It's very different.
So if you were to look at your average software company that goes public, if you look at cumulative spend since inception, it's usually around 30% is R&D.
So a huge amount of these businesses are about sales and marketing, distribution, customer support, things like that.
But AI will help a lot of those things.
What?
That some random person can write a research report.
Imagine if we had Twitter in 2008.
It's amazing that people are listening to some random research firm versus listening to people like Stan Druckenmiller, Howard Marks, Ken Griffin, Steve Cohen, Mark Benny.
People like Mark Zuckerberg, Jensen Wong, whose software is not dead at all, yet a random research report can get 25 million views and takes it off the stock market.
Which actually makes it, by the way, that's the opportunity for long-term investors.
You buy, you know, as Warren Buffett said, you buy when people are scared.
You'll be able to make lots of money.
Look, I was working at a hedge fund seeded by Julian Robertson in 2008 and 2009.
Showing 361–380 of 1,004 · page 19 of 51
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