Linked trade ideas span 1 source.
CEO Ali exemplifies technical founder evolution to exceptional business operator with deep knowledge of sales ops, hiring, and management Also cited: Despite high valuation, represents a classic growth investment opportunity with strong fundamentals when normalized for scale
“Ali from Databricks... He's self evident now... he knows more about sales ops and hiring processes and reporting lines and all these things you have to do as a manager than probably any of our CEOs.”
Invest Like the Best with Patrick O'Shaughnessy — David George - Building a16z Growth, Investing Across the AI Stack, and Why Markets Misprice Growth - [Invest Like the Best, EP.450]
Invest Like the Best with Patrick O'Shaughnessy
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