Mitchell Green

"Coke Zero guy. I did back in the day and then Coke Zero came out and I started drinking that."

"We actually own Workday. A 99% gross dollar retention business."

"I asked Claude yesterday to try to like book me like an appointment like to get a haircut and I could do it online and had no idea how to do it."

"We are buyers. We're buying software stocks right now. So, we're buying companies like Procore, Workday, Appion."

"We are buyers. We're buying software stocks right now. So, we're buying companies like Procore, Workday, Appion."

"We're big investors in Toast, which we've been buying back. We were early investors in it and sold and are rebying."

"ByteDance is the most advanced AI company in the world. You know, it's very underappreciated by the Western world."

"One of our companies is Grafana Labs like it just it's a giant business growing crazy fast and like you know It's benefiting from a lot of this like AI spend. Their customers are a bunch of are some of these big AI companies."

"We have a business down in Florida that makes called Pacemate. It makes cardiac monitoring software. So if you put like a pacemaker in your body or a defibrillator, it takes the data off the device."

"So look, B, so Alibaba and Tencent should be, you know, two giant um, you know, Chinese companies should represent roughly how ByteDance should trade."

"I was always a big fan of Howard Marx and his investor letters. And one of his big things is, you know, never try and catch a falling knife."

"I know somebody at Adobe. Do you want an intro because it looks like it would be helpful for your business?"

"Companies like Grafana, Databricks, Elastic, HashiCorp, Red Hat, there's 20 more of them."

"Companies like Grafana, Databricks, Elastic, HashiCorp, Red Hat, there's 20 more of them."

"People that spin out of like Anthropic or OpenAI and raise money at like $2 billion dollars for a freaking idea."

"People that spin out of like Anthropic or OpenAI and raise money at like $2 billion dollars for a freaking idea."

"We love Clear Water Analytics, but it's in the process of being taken private, so the stock doesn't move."

"If you actually do the like long-term analysis on buying just indexes like the NASDAQ or the you know S&P it actually turns out just like if you look at like very long-term like longitudinal data that if you just actually just buy it on a big down day it's it's nearly impossible to try to try time it."

"If you actually do the like long-term analysis on buying just indexes like the NASDAQ or the you know S&P it actually turns out just like if you look at like very long-term like longitudinal data that if you just actually just buy it on a big down day it's it's nearly impossible to try to try time it."

"Most big companies that are like financially regulated you can't even go on to claude or ChatGPT. Like you can't even like get on the system to do work."