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

newest first · ▶ plays the moment

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

We spoke about ByteDance a little bit.

I think to some degree it already is.

So private market implied valuation multiples should be determined by public market investments.

You should argue a software company today should be getting down in the private markets cheaper than public markets.

It definitely doesn't always occur like that.

So Alibaba and Tencent should be two giant Chinese companies, should represent roughly how ByteDance should trade.

I haven't looked at them in the last couple of weeks or month.

They were trading like mid-teens earnings multiples, not EBITDA, not revenue earnings multiples, and they don't really grow.

Now, this is a business that grows 25%, 30% plus a year, generates a tremendous amount of earnings, and you can stick an earnings multiple on this company and get to a very, very big number, like fundamental earnings.

And I think Facebook's trading 25, 30 times earnings right now.

Stick that multiple.

But maybe that's too high because it's a Western company.

So then put the China company multiples on it.

I think it is possible to see in a few years that this company is doing 70, 80, 100 billion of earnings in the next five years.

No, I mean, I have no clue, but no, it'll list in Hong Kong.

People have been talking for years that they're going to de-list all these Chinese companies, Baidu, Ctrip, BABA.

They never did.

And keep in mind, like Alibaba and Tencent, or Alibaba stock has doubled off the lows.

over the last year.

So sentiment today on China is a lot better than it was 18 months ago.

Showing 501–520 of 1,004 · page 26 of 51