No. of Recommendations: 21
Perfect move for Yuan. Cramer will do what he always does - ask puffball questions, giggle, flatter, giggle, not listen to answers as he scours his notes for next question, compliment, throw in a few fake-hard questions like "but critics say..." and Yuan will hit those out of the park because Cramer will not ask challenging follow-up. And the overwhelming majority of people who see this will be comforted because 99 out of 100 people want to use Zoom and don't think they'll be a victim of anything too nefarious.

Only benefit of watching Cramer is analyzing the CEO's composure, charisma, command of the subject and intuiting their degree of sincerity and toughness.

In our world of SaaS companies three CEOs I found lacking on Cramer have been Lew Cirne of New Relic who struck me as a bit kooky, Jay Chaudry of ZS who seemed a bit befuddled and Deeraj Pandey (NTNX) who seems a bit too slick. Bernshteyn (COUP), Green (TTD), McKinnon (OKTA), Stoecker (AYX) all seem to be elite top-level CEOs, and we of course all loved Sarah Frier, former CFO of SQ.

Anyway, from this regard it will be interesting to see Yuan in action - he seems like a caring, sensitive guy who genuinely wants to build something great. I'm interested to see if he has the competitive fire in the gut to go along with what seems like the soul of an artist. Obviously he must have fire in belly to get this far, but the bar is higher going from 25B+ and up, when your company under fire from all angles. Excelling at top level with leaders like Bezos, Hastings, Benioff means excelling in rarified air.

If you have extra time, here's an interesting thing - read Jim Collins's concept of "Level 5 Leadership" (simple one-pager)...

... then watch Yuan on Cramer and judge for yourself how he stacks up.

Broadway Dan
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