Podcast and other media appearances. See also the recorded conversations on Twitter Spaces.
2021
12/3/21 Podcast:
Value Hive Podcast on hypergrowth investing
7/5/21 Podcast & YouTube:
7Investing Podcast w/ Simon Erickson: Tech’s Best Investment Opportunities (Part Two) on DevOps environments, Snowflake, and Cybersecurity tailwinds
(SNOW, CRWD, ZS, NET, OKTA)
6/29/21 Podcast & YouTube:
7Investing Podcast w/ Simon Erickson: Tech’s Best Investment Opportunities (Part One) on Open Source SaaS, Confluent, and Usage-based SaaS
(CFLT, MDB, ESTC, TWLO, SNOW, FSLY)
6/3/21 Motley Fool Live (Premium):
Discovery Weekly w/ Jason Hall, on Edge Networks
(NET, FSLY)
5/13/21 Motley Fool Live (Premium):
Discovery Weekly w/ Jason Hall, on Zero Trust & Snowflake
(CRWD, OKTA, ZS, NET, SNOW)
3/21/21 Conference:
FinTwit Summit: "What is hypergrowth?" Session
... which turned into my "What is hypergrowth?" post
2020
12/3/20 Podcast:
ARK Invest - FYI #85 w/ James Wang: The History of Big Data & Future of Analytics
(SNOW)
11/24/20 YouTube:
Dave Lee on Investing: Investing in Edge Networks
(NET, FSLY)
11/17/20 Podcast/YouTube:
ChitChatMoney #94: Cybersecurity and Edge computing
(CRWD, ZS, NET, FSLY)
9/7/20 Podcast/YouTube:
7Investing Podcast #29 w/ Austin Lieberman: High Growth Software Investing
With Peter Offringa @ Software Stack Investing.
(NET, FSLY, DDOG, AYX, API)
8/28/20 Podcast:
InvestmentCity #69: All About Edge Networks
(NET, FSLY, ZS, API)
5/4/20 Podcast (pre-blog):
7Investing Podcast w/ Simon Erickson: Cloud Computing's Greatest Opportunities
(MDB, ESTC, OKTA, CRWD, ZS, FSLY, NET)