Public market companies must deliver consistent earnings, as missing a report can lead to stock declines and employee unrest, which distracts from long-term goals.

Investors are biased towards metrics that may not prioritize the startup's survival, focusing instead on growth and revenue.

Investors prefer markets that are growing at least 20% a year, where problems are currently being addressed and where solutions can save significant amounts of money.

Investors are generally excited about large markets with clear business models, and they often have hypotheses on how to capture those markets.

Investors want to understand how your situation fits into the broader strategy of your company. They won't just give you money because of a market event; you need to be organized and clear about your value proposition.

The question of why companies should go public is increasingly relevant, especially given the extended privatization windows available today. I think companies realize they can have greater focus by remaining private for longer.

Investors are generally incentivized to encourage companies to grow quickly, which can lead to misalignment of incentives if a company is profitable but not growing fast enough.

I believe that being disciplined and profitable in the long run is beneficial. Companies that can maintain efficiency and discipline will fare better in changing market conditions.

We prioritize markets poised for great growth, as the right market can significantly increase a company's chances of success.