Eric Teuscher

[Eric Teuscher @eric2sure]

@grantbelden @OnlyCFO Yes, they should. And if smaller companies have more ramping reps with easier quotas, that could skew the number. Would love to understand the methodology used.

[Eric Teuscher @eric2sure]

Incredible finish as always

[Real Madrid C.F. @realmadrid]

🤯

[Eric Teuscher @eric2sure]

@laureltoosure @Meta Not shocking. I had a similar experience. Best part is you get a new rep every three months so there is no continuity in the conversation

[Eric Teuscher @eric2sure]

@samandersen @brandonpeay Seems impossible to keep anyone around given equity grants likely worth $0. Do companies just rebuild the entire team?

[Eric Teuscher @eric2sure]

Curious of @brandonpeay and @samandersen thoughts on a path forward for any company that raised prior to 2022 - what is next, how will they ever exit?

[Jamin Ball @jaminball]

The challenge for late stage private software companies - Hashicorp and Confluent are trading at 4x NTM revenue. And these are great companies. At an exit multiple anywhere near that, the vast majority of late stage software companies will never grow into their last round valuation.

Everyone assumes they'll get a premium exit multiple of ~10x+ NTM revenue because they're growing fast now (generally at a much smaller scale). But very very few software companies ever trade (ie exit) at 10x rev, and an even smaller number can sustain it. The reality is very few companies can maintain 30-50%+ growth at $300M+ ARR. Doesn't matter if you're growing 50-100% at $100m ARR today...multiple compression as growth slows comes for everyone

[Eric Teuscher @eric2sure]

@gregwrubell Not that we had a chance against Ewers, but a backup qb seems to be a nail in the ⚰️ for BYU

[Eric Teuscher @eric2sure]

@chamath Plenty of HOA that have rules that stop it. My point is that vast majority of homeowners (98%) have grid tied solar systems. I think it takes longer to get people to switch to off grid systems

[Eric Teuscher @eric2sure]

@WasatchSnow @SnowbasinResort And it was deep yesterday! So soft turns today!

[Eric Teuscher @eric2sure]

Pretty incredible to see the innovation of space travel during our lifetime, and this is only 13 years!

[Massimo @Rainmaker1973]

13 years of @SpaceX Florida liftoffs.

See the frequency skyrocketing as the years go by with a peak at the end

[📹Hazegrayart: https://t.co/FvM6PGe9QF]

[Eric Teuscher @eric2sure]

@espn Just means they will win it next year…

[Eric Teuscher @eric2sure]

@unusual_whales They do have trading plans that have to be locked 2Q prior… question should be when did they put those plans in place. Did they already know what was going to happen?

[Eric Teuscher @eric2sure]

Crazy to me that Alta and Snowbird have the bathrooms they do. Please upgrade!

[George Gerbo @Gerbo3]

Every ski lodge’s bathrooms should aspire to be @SnowbasinResort’s bathrooms. That’s a weird thing to type, but it’s true.

[Eric Teuscher @eric2sure]

Great read.

[Evan Armstrong @itsurboyevan]

Marc is one of the GOATs of finance Substack. If you read one SVB take let it be this one.

[Eric Teuscher @eric2sure]

@brandonpeay He didn’t finish his tweet. Was suppose to end with “until 2024” 🤣

[Eric Teuscher @eric2sure]

@SportsCenter @espn @ESPNFC Dogs… theses guys are unbeatable.

[Eric Teuscher @eric2sure]

Except when a Republican is in the Whitehouse… amiright!

[House Republicans @HouseGOP]

"The greatest threat to America is our debt." - @SpeakerMcCarthy

[Eric Teuscher @eric2sure]

Chargers are always looking for a new way to lose… smh.

[Eric Teuscher @eric2sure]

I get Twitter has to make money, but I’m getting a promoted tweet every three or 4 tweets! Anyone else?