20VC: Why the SaaS Apocalypse is BS | Why China Will Win the AI War | Why 50% of VCs Should Not Exist and are Tourists | Why Stock-Based Comp is the Hidden Sin of the Valley with Mitchell Green, Lead Edge Capital
发布时间 2026-03-07 07:07:00 来源
摘要
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
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