Market Narratives and Research-Driven Volatility

Mitchell Green is a legendary growth equity investor and the Founder and Managing Partner of Lead Edge Capital, a firm with over $5 billion in assets under management. Known as a relentless "money maker", Mitchell has led investments in the likes of Bytedance, Toast, Procore, Duo Security and more.

AGENDA:

0:00 The SaaS Apocalypse: Why Incumbents Aren't Going to Zero

05:50 "Dead Money": Why Public Software Estimates Were Too High

08:15 Leverage is the Enemy: Lessons from the 1999 Retail Crash

11:50 The Truth About Growth Equity: Zeroes vs. 10X Returns

15:40 Mainframes to AI: Why Oracle and SAP Will Thrive

20:35 The "Stock-Based Comp" Scandal: Silicon Valley's Hidden Crime

24:35 ByteDance vs. The World: Why China Could Win the AI War

31:50 Selling is the Job: Why Buying is the Most Glamorous Part of VC

35:45 Too Many Tourists: Why 50% of VCs Shouldn't Be in the Business

44:10 The Gross Dollar Retention Rule: The Only Number That Matters in SaaS