The Big Picture

MARCH 25, 2025

Valuations tended to crash and burn very, very cheap valuations tended to do well. But with me, it’s always more like I’m fascinated by the thought or the message that’s being communicated. Right, right. Very, very high. But of course, you know, Barry, I was 16, 17 much more interested in girls. In 1999, 2000.

Management 147

Management Numbers Investments Investing 147

The Big Picture

MAY 7, 2024

I went in there and the valuation was below a billion dollars. And at two years the valuation was $13 billion. And I think eventually they’ll be a B2C company. And what do you do in that situation and how do you communicate that to your, to your boss, your manager, in those kinds of environments? He’s great.

Startup 147

Startup Advertising Engineering Numbers 147

The Big Picture

DECEMBER 10, 2024

They were very interested in the company’s suite of primarily communications technologies, CC mail, Lotus Notes, because the sort of networking boom had already started up, and they saw a world where all of these PCs would be interconnected. These 10% are what’s driving the entire valuation. So if we could carve that out.

Engineering 130

Engineering Consulting Manufacturing Investments 130