Ryan NisbetOperations, Delphi · Operations at Delphi

The Secret to Building a Trillion Dollar Company

13 May 2026 · 0 min

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In this brief excerpt, the speaker outlines Footwork’s investment and operating thesis, emphasizing a preference for companies that are ambitious enough to serve both consumer and enterprise markets. The argument is that the most powerful and interesting firms—such as NVIDIA, Alphabet, Microsoft, and the private company OpenAI—derive strength from operating in both domains. This dual‑market focus is presented as a key indicator of a company’s potential to become a trillion‑dollar business.

the flavor of company that we most love at Footwork, which is a company that's ambitious enough to go after both consumers and enterprises. The most powerful companies, the most interesting ones end up being both. And if you look at the biggest companies in the world, NVIDIA, Alphabet, Microsoft, these are all consumer and enterprise businesses. And now of course OpenAI is the canonical private company example.