Steve Tuck
speaker
1,075 appearances
3 recordings
1 series
first heard Jan 2025
last heard 16 Sep
Steve Tuck’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 — 2 in all, peaking in Sep 2026 with 1.
Appearances
That's right.
Right.
Yeah, so just describe that a little bit.
What is first party procurement and why is that important?
Why is that an impediment to kind of your best possible cogs?
And so as you could imagine... It should be said, the cash flow conversion, this is the... I mean, as we've said, there's like for any given company in our kind of shared past, there are things we really want to emulate.
Because we make physical stuff.
That's right.
When they were looking at the, because they get to actually collateralize it against the actual...
the physicality of it.
And we did try to explain to them.
It's like, you know, I'm not sure what, if a gimlet is going to be, you know, in this kind of first case of, you know, you're kind of like reclaiming a, an oxide compute sled, like not really sure what the bones are worth.
You know what?
I'm, let me not get.
Which, unfortunately, is catnip to venture capitalists.
That is like, we do not need to raise.
And by the way, here's our quantitative model showing just how much we don't need to raise.
And also, we've got all this business traction.
So why would we raise?
I mean, that is basically an aphrodisiac for venture capitalists.
Showing 421–440 of 1,075 · page 22 of 54
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