Mike
@mikelongterm
LT Investor
Largest holding $PLTR $AMD $TSLA (75%)
Others $XYZ $AMZN $NVDA $LMT $HIMS $BTC $PYPL $META $SNAP $GOOG $PSFE $DIS $GRAB $WING $DKNG $ADBE $BROS $TSM
ID: 1280587925336530948
07-07-2020 19:42:13
17,17K Tweet
5,5K Followers
321 Following
$GRAB & Scalability 🧵 I want to take the $GRAB Long term community to the next level to understand on "Scale". Many great companies with great products just cannot scale for this very reason. Just like I talked about how Waymo cannot scale like Tesla Robotaxi due to cost structure.