The Metrics Brothers
00:24:28 · Ray Rike, Dave Kellogg
[00:24:28] S1: No, I would just say, you know, there's enterprise five starting on page 52 are really good and I like it. What's good, I love what Iconiq does, but at the same time, every time I read the report, I guess I have such high expectations. I want even more from them. So, but good on them for doing it. [00:24:43] S0: Yeah. And I think, look, the only thing I'd say on this is I love their research too. I think they are by far the most rigorous of the kind of VCs who publish research. My net is always, this is like VCs wanting the best thing for their children. Always setting a really high bar, right? So we've got a very tough set of companies that we're comparing to. And then for example, on slide 52, what are we looking at? Are we looking at the median? No, we're looking at the top quartile of the kids who got into Harvard, not just the median kid that got into Harvard. And that's always the thing you need to bear in mind with Iconiq research is I do think you're going to feel bad when you look at it and you need to look at it and go, wait a minute. First, if you're trying to go to Harvard, you're trying to go public, this is the bar you got to hit. Very useful for that. But if you have a different aspiration for your company, this research can be depressing because you're looking at literally the top of the top when you look at these numbers. [00:25:44] S1: Hey Brother Dave, thank you for this one. It was another good and fun one.
00:25:44 · Ray Rike, Dave Kellogg
[00:25:44] S1: Hey Brother Dave, thank you for this one. It was another good and fun one. [00:25:47] S0: Thanks Ray. The Metrics Brothers AI, SaaS, and more is a production of The Metrics Brothers Growth and CAC and a member of the Bench Market Podcast Network. By accessing this podcast, you acknowledge that The Metrics Brothers make no warranty, guarantee, or representation as the accuracy or sufficiency of the information provided or the humor content of the jokes told. Information opinions and recommendations presented are according to our spouses probably wrong and provided for information purposes only. This podcast should not be considered professional or for that matter unprofessional advice. We disclaim any and all liability for any direct, indirect, indirect, misdirect, incidental, special, ordinary, consequential, inconsequential, or other damages arising out of any use of or god help you reliance upon the information presented here. Ray Rike is based in New York City and available on x at Ray Rike. Dave Kellogg is based in Silicon Valley and available on x at Kellogg. Schenectady, which is French for unspellable, is not our actual production location. Thanks for the listing.