Trey Ward

speaker

263 appearances 1 recordings 1 series first heard Jan 2026 last heard 13 Jan

Trey Ward’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 — 1 in all, peaking in Jan 2026 with 1.

Appearances

newest first · ▶ plays the moment

How I Invest with David Weisburd · E281:The Tsunami of Pain Facing Venture Capital · 13 Jan 2026 podcast

But David, what you pointed on is really where I view the differences.

It's speed to revenue and what the revenue ramps look like.

So let's take software.

Let's start with software.

If you have a successful venture-backed software business and you look at the revenue curve, two things are going to jump out.

Number one is they can get to revenue very, very fast, right?

And I think people know why, but the infrastructure and the tool set for software right now is amazing.

I mean, you could build a product from scratch, start making revenue in six months very realistically.

And then beyond that, another great feature of software is if you start to look at the revenue curves further out, you end up with pretty smooth curves.

And the reason for that is instant global distribution.

Right.

So it's a great, really beautiful looking revenue curve now.

I operate in the physical world, and I'll be the first one to tell you that the revenue curves aren't as pretty.

They just aren't.

So that quick revenue, pretty much non-existent.

It's very typical that a hardware business could have no revenue for five or six years.

I mean, look at Tesla, no revenue for five years.

Why is that?

Well, if you're building something complex, think a car or a robot or a drone, it takes time.

There's no way around it.

Showing 21–40 of 263 · page 2 of 14