Now, of the 30 most in- demand companies for secondaries, these are the top risers and fallers for the last quarter according to Setter. Shooting up the rankings, Canva rose an impressive eight places to number 12. The online graphic design platform likely benefited from heightened attention following Figma's IPO earlier in the quarter, positioning Canber as a leading independent player in the design software space.Second, we have Crusoe, climbing seven places to number 11. The AI cloud infrastructure compa ...

As a founder, you have to be very self-aware about what it is you actually enjoy. And if you don't enjoy canonically the journey, quote unquote, and the ups and downs of the founder journey, it may not be a journey that you want to be on, right. I think there are a lot of people who want to be founders.It's tough. There's no there's no sugar coating it, right. There are like days, weeks where it's bloody hard and you have to enjoy that.Not not in a sick weird way, just in a this is what you are learning fro ...

Our first shareholder agreement did have actually in there that if we couldn't agree on something, we'd go to a game of scissors, paper, rock, best of three. We never got into any bigger disagreements when that shareholder agreement was actually governing the company. Don't worry, it's a large public company that's no longer in the bylaws, but it was for probably well over a decade.I think we look, we've disagreed over acquisitions. We've disagreed over strategic directions, etc. I've always lived by the ma ...

Financial Impact - UK government stands to lose $8 billion due to Revolut founder moving to Dubai [1] - The founder owns approximately 18% of Revolut [1] - Revolut's valuation is projected to reach $200 billion in the next 3 to 5 years [1] - The founder's position is valued at $36 billion [1] - The UK could have potentially collected $8 to $12 billion in capital gains tax [1] Policy & Talent - The UK is in a global war for talent [2] - Tax policies may hinder growth [2]

Reasonable men live within the boundaries and so you need unreasonable men to change things and move the world forward. One of the only predictions I think I would make accurately is 10 years from now we'll look back and say man you remember that era that was crazy. Most of the things are vastly overvalued.5 years from now we'll have more engineers working for our company than we do today. More software developers working for our companies. We will create far more. They will be more efficient.My favorite qu ...

Product Strategy - The company initially underestimated the importance of a comprehensive data science experience, including data science notebooks, for its customers [2] - The company's engineering team initially resisted developing data science notebook capabilities, which proved to be a missed opportunity [2] Go-to-Market Strategy - The company's focus on optimizing for its IPO led to a slowdown in new logo acquisition [3] - Prioritizing upselling to existing customers over acquiring new customers negatively impacted the company's growth engine [3][4] - Sales representatives shifted their focus to existing revenue streams due to hiring freezes, neglecting new customer acquisition [4] - The company experienced a period of approximately two years where it lost focus on new logo acquisition, which had a detrimental effect [4] Financial Performance - The company had a net retention rate of 177% during the period leading up to its IPO [3]

Customer Success Strategy - Customer success 现在是整个公司的责任 [1] - 公司建立了专业的服务组织 [1] - 免费提供专业服务可能会降低客户对其价值的评估 [1][2] - 客户为服务付费（即使是分摊成本）通常比免费获得服务更重视它 [2] Financial Considerations - 客户成功或专业服务至少应达到盈亏平衡 [2] - 如果客户成功成为销售成本，则可能不值得 [2]

Company Success Factors - Snowflake 的成功归功于其卓越的产品和良好的市场策略，而非个人 [1] - 行业参与者应避免因个人主义阻碍公司发展 [1]

The wonderful thing about venture is it is the most forgiving equity business of getting the price wrong. PE, if you get the price wrong, they're low variance assets. If you overpay by 50%, you're toast cuz they're 3x assets and they're not going to ever be 7x.Same thing in the public markets, right. The great thing about venture, it has maximum variance, which means that it is the most forgiving of getting the price wrong cuz you have exponential growth on your. ...

Market Power & Influence - Open AI possesses significant leverage due to its user base, despite financial losses [1] - Sam Oldman understands power dynamics and secured 10% ownership in a company for sales privileges [1] Financial Performance & Strategy - Nvidia is generating substantial profits [1] - Industry suggests focusing on large, obvious trends to maximize profitability [2] - Attempting to complicate deals leads to financial losses [2]