PERSON DIRECTORY
Mitchell Green
Mitchell Green appears in 3 indexed conversations across 20VC, Invest Like the Best. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Why Now is the Best Time to Buy Public Software Companies
Patrick O'ShaughnessyMitchell Green
Mitchell Green sees public software as a potential risk-adjusted opportunity because distribution, customer success, and switching costs still protect incumbents such as Workday despite AI disruption fears.He expects the AI capex bubble to end badly as models commoditize, with the eventual drawdown creating an entry point, while Lead Edge’s sell discipline and 70% special-situations allocation offer nearer-term liquidity advantages.
Mitchell Green: Why 50% of VCs Should Not Exist
Mitchell Green sees the SaaS selloff as an estimates reset, buying Procore, Workday, Appian, and Toast while prioritizing earnings, retention, and balance-sheet strength over AI narratives.He expects AI’s defining winners to emerge over two to five years, favors 25% IRR discipline and secondary liquidity, and sees ByteDance’s power and execution advantages supporting a possible $70 billion-$100 billion earnings path within five years.
Mitchell Green, Founder @ Lead Edge Capital: Why Traditional VC is Broken
Lead Edge’s eight-criteria, cold-call model targets overlooked software, while its ByteDance underwriting at 5x earnings and 25-30% growth assigns the US business zero value.Green argues entry price, 20-30% stock-based-comp dilution, Rule of 40, 90%+ gross dollar retention, and DPI—not marks—will determine which 2021-era companies and managers survive.