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What's going on w/ the sudden acquisition binge at DASH after historical narrative of being super disciplined? Don't care from a cash outlay perspective & sure they'll be fine LT bc ultimately this is Tony -- but even aside from ROO which was losing share, ads/commerce stack

Me when an analyst pitches a boring idea

DDOG at $120 looks interesting long Yes I’m working on ideas rn

Don't hear about PCOR much these days.

HUBS went from hero to zero pretty quickly

Will take a step further — this what I think of anyone always talking about “the market” Literal signal that you = beta

We’re getting a chance to own some truly generational franchises w/ this IPO window opening /s

Many such cases nowadays

There, fixed it, TMT version

Beyond bored w/ this mkt tbh

Rorschach test of the moment: it's either desperation or a generational founder/CEO doing what he arguably does best -- spend $ to make $$$$$ $META