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.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jan 2026 with 1.

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The next bucket, and I think these are the most interesting, are the, we call them the unmet potential or kind of the unsures.

So what are those?

Those are companies that have the fundamentals, right?

They have de-risk technology.

They have strong teams.

They have great unit economics and large markets that they're tackling.

but they don't have that extra X factor.

They just have the fundamentals.

And so you're not sure, right?

Is the market going to see the vision of the founder and fund them a little bit longer or not?

You don't know.

David, what you mentioned though, the best ones, the ones that really fly through Death Valley are the ones that have the fundamentals and

and something extra, right?

So what is that extra thing?

Well, it could be pre-orders, right?

If you have 10,000 pre-orders for what you're building, that's a pretty good indication.

Maybe you have a deal with Amazon.

That's a great indicator.

Maybe the Department of Energy is giving you $200 million to build a facility, right?

These companies have the fundamentals and they have something extra that gives visibility to the market that says, okay,

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