Gurley says Thomas Layton was interim CEO for six-and-a-half years, taking OpenTable from $100K monthly to $20M run rate.
“a guy on the board, Thomas Layton, agreed to come in and be interim CEO, which he held for six and a half years.”
Gurley expresses high confidence in Dara's track record addressing Uber's problems.
“the DAR is starting to build up a track record of having put out these fires and and attack these problems.”
Gurley argues most big companies that experience extended degrowth never return to glory, making Nadella an outlier.
“I think it's hard to put what Satya has accomplished in context because it's such an outlier To to go most companies, once they get big and have had an extended period of of degrowth, like where they really slow down, they never come back. Like, never they never get back to glory.”