I've done business and personally interacted with Dave Morin on several occasions. He's not mean to your face, but he is a little too smug for my tastes. His re

I've done business and personally interacted with Dave Morin on several occasions. He's not mean to your face, but he is a little too smug for my tastes. His real problem is he lacks rigor and is not a fundamentally honest person. He glosses over the details and doesn't follow up well. He claims something's going to happen to avoid looking bad, and then it doesn't--or it takes forever. For example, Path has been claiming they were about to raise a $50m round for what, a year now? Dave is a celebrity CEO. He wants to be a celebrity, and maybe a designer, and being CEO of Path is his means towards that end. The best thing for Path would be to bring in a fully capable COO to run the show. This may require eventually transitioning Dave out of the CEO seat to promote the COO if they are able to turn things around. In contrast, I've only interacted with PG a couple of times, but I've read some of his articles. I think PG does try to be an honest person, and sometimes that doesn't come out right, especially in sound bite form. PG is definitely smug too, but it's an intellectual-light smugness that he backs up with explanations and evidence. Whereas Dave's is a celebrity smugness that he backs up with false promises that he doesn't take seriously.