The Compound and FriendsWhy Nvidia is Going to 10 Trillion Dollars with Adam Parker⁠ and ⁠Rob Sechan

Headcount Model Hits A Wall

16:39–17:28 · 49s

Josh Brown flags a structural SaaS risk: selling by seat when AI slows hiring growth; Parker immediately pulls up ServiceNow data to underscore the point.

We value your privacy

We use cookies to understand how you use our platform and to improve your experience. Click "Accept All" to consent, or "Decline non-essential" to opt out of non-essential cookies. Read our Privacy Policy.