certain vc need to admit their argument has holes and move on....

given the nft backlash at ubisoft, this gme nft marketplace might a little too early

i know multiples are down...but i think estimates are still too high (and need to come down) so net/net multiples are still probably too high

so market crashing means people will be coming out retirement and fixing the labor problem?

$hood taking crypto to regulation-lite country is going to be tough, putting them up against binance/ftx/etoro

$pypl investors got caught off guard by deterioration in underlying "net active account" quality but due to the lag (NAA requires tx in last 12 month), number didn't reflect the risk earlier but mgmt should have warned. huge negative for them

this is going to be a fun year

$pins not hurt by idfa! too bad they never had a mobile install business

creator economy is basically affiliate marketing 2.0

started a position in $pins today

crazy how fast rates affect the real economy via tech stocks and their stock based compensation

tech workers would disagree

Coatue believes that the market is failing to distinguish between technology companies. Upbeat: Snap, Shopify, DoorDash, and Neftlix Downbeat: Pinterest, Wayfair, Lyft, and Roku

can sundar be a war-time ceo?

read any good books recently? could be any subject - investing, biography, fiction, etc. going on a long trip and recommendations would be appreciated 🙌