Vlad Tenev
speaker
375 appearances
1 recordings
1 series
first heard Jul 2026
last heard 6 Jul
Vlad Tenev’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 Jul 2026 with 1.
Appearances
And if they start looking at ROI, will that revenue per company actually go down versus go up?
And is the rate of adoption by new companies, because there's a very, very long tail of
companies who haven't touched it yet.
Consumers as well have that long tail.
You look at Claude Code and it's I think on the order of low tens of millions of users.
It's not hundreds of millions or billions.
So there is that runway aspect of it where it still feels like we're early with existing revenue.
So, yeah, I think it's a different analysis.
As to timing of the IPOs of these companies, you know, one thing I realized is it feels –
The time that we're in now has always felt consequential.
It always feels like we're in a moment right now for which there isn't a precedent and we're kind of on the precipice of something.
But if you look back, these cycles have been getting quicker.
Right.
I mean, we're talking about the IPO window closing end of 2021 and starting to reopen in 2023.
So if you take a slightly longer term perspective, what you're really talking about is.
you know, timing a function that is essentially sinusoidal.
And you can assume that none of these things are final.
And if the window shuts for a little bit, it probably won't take ten years for it to reopen.
Well, the companies that our clients are investing in, I think by and large are large companies that have earnings power and are at the frontier of their industries.
So you mentioned SpaceX.
Showing 81–100 of 375 · page 5 of 19
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