Clip
Investing Advice for Short Time Horizons
52:40 - 55:29 (02:48)
The speaker cautions against investing based on short time horizons and focusing on the company's popularity instead of its potential for long-term growth and profitability.
Similar Clips
The speaker notes that he is willing to overpay for a startup he really believes in, but will sit out from investing in startups with high valuations that he can't get his head around.
48:36 - 50:08 (01:31)
Summary
The speaker notes that he is willing to overpay for a startup he really believes in, but will sit out from investing in startups with high valuations that he can't get his head around. He believes that high valuations in public markets will trickle down to venture capitalists.
ChapterThe Incentive to Not Tax Big Tech
EpisodeE33: Apple’s hypocrisy, America’s math failure, crypto’s regulatory correction, Clubhouse’s future, UFOs & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The sudden rise in valuation of Pipe, a company that offers upfront payment for recurring revenue, has left many confused about how to invest in it, especially since the company's sudden rise in value seems disproportionate to its offering.
1:00:42 - 1:05:05 (04:22)
Summary
The sudden rise in valuation of Pipe, a company that offers upfront payment for recurring revenue, has left many confused about how to invest in it, especially since the company's sudden rise in value seems disproportionate to its offering.
ChapterThe Rise and Fall of Pipe, and Investing in Recurring Revenue
EpisodeMind-Blowing AI Tools, 2023 Goals, & Money Making Arbitrage Schemes
PodcastMy First Million
Building a world-class product and a couple of customers who are blown away is all it takes to raise money.
36:36 - 39:01 (02:25)
Summary
Building a world-class product and a couple of customers who are blown away is all it takes to raise money. Startups should expect a six to 15 million evaluation for a product in the market and 50 to 100 times yearly revenue.
ChapterThe Future of SaaS Business in a Post-COVID World
Episode#AIS: Bestie AMA with Valor's Antonio Gracias
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The speaker mentions Stick and another company that allow users to bet money on different outcomes, suggesting that other companies could do something like this, and discussing the benefits of this cohort-style, time-limited approach.
34:03 - 36:14 (02:11)
Summary
The speaker mentions Stick and another company that allow users to bet money on different outcomes, suggesting that other companies could do something like this, and discussing the benefits of this cohort-style, time-limited approach.
ChapterBetting on Outcomes and Toodle Do
Episode#194 with Justin Mares - The 4 Types of Side Hustles and how to launch a $100M DTC brand
PodcastMy First Million
Amazon's ad business grew 77% YoY, totaling $24 billion and surpassing Amazon Web Services (AWS).
1:13:58 - 1:15:03 (01:05)
Summary
Amazon's ad business grew 77% YoY, totaling $24 billion and surpassing Amazon Web Services (AWS). However, some predict that the four current technology monopolies, including Amazon, may face breakup by the end of the decade.