EPISODE · Feb 19, 2026 · 41 MIN
#5: The Hidden Drag on Growth No One’s Naming with Allie Garfinkle
from The Revenue Dilemma · host Tony Capasso
What if the biggest growth constraint in your business isn’t your product, pricing, or pipeline — but the unspoken shifts in how people work, buy, and build after Covid?In this episode of The Revenue Dilemma, Tony sits down with Allie Garfinkle (Fortune Senior Writer) for a masterclass in perspective from one of the sharpest pattern-recognizers in tech. The conversation starts with Allie’s idea that “everyone has a grand opera inside of them” — and unpacks how deep listening, presence, and thoughtfully-applied tension can unlock truth in interviews, leadership, and company-building.You’ll hear:Why post-Covid behavior changes are still distorting growth and hiringWhat’s actually broken in talent assessment (and why old “signals” don’t work)Why the “AI bubble” take is lazy — and the better question to askCustomer devotion as the real moat (and the red flag question she always asks)Why ARR can mislead — and how to interrogate metrics that matter (hint: slope)About:Allie Garfinkle is a senior writer at Fortune, covering venture capital and startups. She writes Fortune’s weekday dealmaking newsletter Term Sheet, hosts the Term Sheet Podcast, and co-chairs Fortune Brainstorm, the community and event series behind Fortune’s Brainstorm gatherings. She has previously covered Big Tech at Yahoo Finance (print and broadcast), began her career across outlets including Financial Times Specialist / The Deal and Forbes, and has contributed to business documentary production for PBS Frontline.Allie on LinkedinTony Capasso on LinkedinOnProfit WebsiteRevenue Dilemma WebsiteThe Revenue Dilemma on LinkedinThe Revenue Dilemma on Youtube, Spotify, Apple
What this episode covers
What if the biggest growth constraint in your business isn’t your product, pricing, or pipeline — but the unspoken shifts in how people work, buy, and build after Covid?In this episode of The Revenue Dilemma, Tony sits down with Allie Garfinkle (Fortune Senior Writer) for a masterclass in perspective from one of the sharpest pattern-recognizers in tech. The conversation starts with Allie’s idea that “everyone has a grand opera inside of them” — and unpacks how deep listening, presence, and thoughtfully-applied tension can unlock truth in interviews, leadership, and company-building.You’ll hear:Why post-Covid behavior changes are still distorting growth and hiringWhat’s actually broken in talent assessment (and why old “signals” don’t work)Why the “AI bubble” take is lazy — and the better question to askCustomer devotion as the real moat (and the red flag question she always asks)Why ARR can mislead — and how to interrogate metrics that matter (hint: slope)About:Allie Garfinkle is a senior writer at Fortune, covering venture capital and startups. She writes Fortune’s weekday dealmaking newsletter Term Sheet, hosts the Term Sheet Podcast, and co-chairs Fortune Brainstorm, the community and event series behind Fortune’s Brainstorm gatherings. She has previously covered Big Tech at Yahoo Finance (print and broadcast), began her career across outlets including Financial Times Specialist / The Deal and Forbes, and has contributed to business documentary production for PBS Frontline.Allie on LinkedinTony Capasso on LinkedinOnProfit WebsiteRevenue Dilemma WebsiteThe Revenue Dilemma on LinkedinThe Revenue Dilemma on Youtube, Spotify, Apple
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#5: The Hidden Drag on Growth No One’s Naming with Allie Garfinkle
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