Episode 86: Talking Software with Tim Beyers
This is a new post that will be included alongside each show. It will have a short summary of the episode, any video clips, and other things listeners should know for each episode
We are back after our summer hiatus and have a fantastic interview with long-time software analyst Tim Beyers. I learned a ton on this episode and think any listener will too.
In chronological order:
Discussion on what we did this summer and updates on the show (1:01)
Big news stories we missed this summer including Nikola (RIP Trevor), Epic Games vs. Apple, and the Teladongo (?) merger (6:19)
Interview with Tim Beyers. We discuss his investment philosophy and then ask him numerous questions about Fastly, Snowflake, and Elastic (21:58)
Hot Water including Costco’s CEO relentless struggle to keep hot dogs at $1.50 (1:19:44), FMK for Peloton, Zoom Video, and Teladoc, and then wrap-up with anecdotal evidence.