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The Hierarchy of Metrics BS: How Investors Spot Fake Numbers | Brian Neider

In this episode of Run the Numbers, CJ sits down with Brian Neider of Lead Edge Capital, author of the viral “Hierarchy of Metrics Bullshit.” They cover how to spot misleading metrics, the difference between a good company and a good investment, and the worst EBITDA add-backs. Th ... Show more

. 55min 49sec

Anthropic's Historic IPO Has Arrived | S1 Breakdown

In this episode of Run the Numbers, CJ breaks down Anthropic’s S-1: the revenue growth, 900% net revenue retention, compute costs, gross margin, and whether the company is actually profitable. We also cover the risk factors, the five-class share structure, executive pay, and what ... Show more

. 47min 25sec

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