Rob Go
speaker
281 appearances
1 recordings
1 series
first heard Nov 2025
last heard 12 Nov
Rob Go’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Nov 2025 with 1.
Appearances
Not every single company is in a market that can ingest that kind of growth so quickly.
And in a lot of these cases, that growth is not going to be very sustainable or not very durable long-term, right?
And so you're going to see a lot of these companies stall out, face a lot of churn, have all sorts of issues.
or companies or funds will invest at these insane valuations and realize, you know what, I thought that was a generational company.
It was only a pretty good company.
And by investing that much capital that quickly, we actually kind of ruined the whole asset.
And I think that you're going to see the capital try to seek other types of businesses that maybe have the same kind of promise, but are just on a somewhat different trajectory.
NVIDIA was a sub $10 billion market cap company
for 10 years as a public company before it really accelerated.
And now it's at a trillion, right?
Or multi-trillion.
So it gets...
I don't know.
My point on that actually is that is actually an interesting example of like a true super compounder, but the slope of its ascent is not what was very different than I think what folks are sort of pattern matching against today.
Yeah, I think that's a real concern and a risk.
I think there's a couple of things that may happen.
One is...
you might start to see different strategies emerge in the, we call it like the mid-stage of venture, right?
Where perhaps, and I've met some managers who are kind of pursuing, who are scratching this, or who are experimenting with this sort of strategy, right?
So it's sort of belief of like, if the traditional venture model is like,
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