100%
1/1 resolved calls right
1 scored · avg 90
◆ 4 sources
11
companies · 31 data points
Amazon should buy Twitter I mean they just by Twitter not Google well Google doesn't I think Google's lost interest finally in that stuff
build more stores that was my message to Steve Jobs in 2006 build more stores
you think Google's going to be here 50 years from now crushing it has to be especially now if the stock goes to 100 Everything Changes okay but I don't see it going 100
they'll back into a social network through YouTube I would imagine at some point which is a big bet of mine being long starting to happen I mean the new designs of YouTube are very like Channel and Friend And subscribe
I think we're on the way down
I'd say it won't even ship it
Robinhood will have a liquidity event (such as an IPO) allowing secondary share sales.
What happened: Robinhood went public on July 29, 2021, and the IPO included a secondary sale by insiders and early investors, providing the liquidity event and secondary share sales the prediction anticipated.
Verify at source ↗YouTube changed the world. That was the beginning of web two. And everybody thought it was stupid.
Airbnb will be the biggest company, could be the biggest company in the world at Ventron because they're taking some of the most, it's such a big market. It's such a complex thing.
And if Vanguard and BlackRock had just offered this feature, there'd be no Robin Hood. Wow.
I think we're on the way down
they seem the most Unstoppable they're already used to taking your credit card so the ads are not their Core Business ... they really have good data and they are in the data business ... if LinkedIn were to buy Angel list all of a sudden they'd be the largest Investment Bank in the world ... I bought some back today but you know I I I you know 175 it's extremely expensive and Rich and fully priced so it's not for the faint of heart
it's just Google saying look at this over here like shiny item over here when realize really their business is fiber and their business is the ad Network and their business is YouTube and their business is Android and they're like sparkling new object over here look at glass
I'd say it won't even ship it
this is a home run Google is one of the greatest companies that still hasn't even started yet
this is a land war that Google and apple are playing and these both both these companies have a lot at stake and they're doing as good a job as they can at this scale
I'm just long Google I think we I was on the show six months ago maybe and and uh I've been long Google Tesla Amazon
it's just awesome that Google and apple are pushing the envelope here in Tesla
I just know those two companies are so well positioned right for the next five or six years that it seems very unlikely to even think about them right right other than in extremes
people are emailing each other going what's it like to work at Amazon that's the number one email today
Amazon's out raising three billion which is genius because and I was writing about yesterday cuz I just raised 3 billion at like 1% interest rate they got a$3 billion Bond they're buying real estate they bought a billion dollar headquarters in Seattle or whatever to woo e-commerce kids
again like Twitter we're betting that Twitter will figure out different ways of advertising we'll fast follow them right you know and and and and and I would argue that they probably haven't I mean there's a lot of you know Twitter's gotten a little bit of a buy recently because people got
I mean it did work for a long time like trading Twitter I mean a fine work it's not so Innovative in the sense that I mean I like the guys there and they've raised a lot of money TR trading shares in companies that it's dumb weren't previously available
I said first of all Twitter should have disrupted Bloomberg so so you got Google you got Yahoo you got you got Google doesn't want to take on Bloomberg they should right uh you got crappy UI in New York you've got Bloomberg and a bunch of Meatheads at Bloomberg
Fred offered me a 25 Grand investment I like this is dumbest idea ever but I said Twitter for stocks now that's really smart so Twitter you pass on at 25k and it was uh what $500 million valuation no no no uh three on 17 3 million on 17 million
I wrote the blog post saying Twitter is stupid so you know I'm definitely wrong all the time
I passed on Twitter because I have rules at 20 million valuation
Amazon should buy Twitter I mean they just by Twitter not Google well Google doesn't I think Google's lost interest finally in that stuff
maybe they have a pack with Google maybe maybe just those guys all met before Steve died and said listen you we hate everybody else we hate you a little less right we're going to have a pack so the government doesn't come after us we'll let you we'll just own mobile together you go in it free I mean you don't know what's happened but I just know those two companies are so well positioned right for the next five or six years
Google really did win
I think Google's lost interest finally in that stuff I think Google's calmed down a lot
they'll back into a social network through YouTube I would imagine at some point which is a big bet of mine being long starting to happen I mean the new designs of YouTube are very like Channel and Friend And subscribe
I was long Google as my head Google's Unstoppable right it's Unstoppable right now because they have done such a great mode strategy around the ad Network it's unbelievable
you think Google's going to be here 50 years from now crushing it has to be especially now if the stock goes to 100 Everything Changes okay but I don't see it going 100
Google's genius Google is there building that first home for really smart people and they do everything else for you smart people like to be pampered and that's why Google's a great company they're solving a problem for smart people smart people need a wear a place to run on a treadmill and get their energy out they do they want to work hard Google just created an environment for the smartest hardest working people to kind of hang out which means you're incredibly long Google
you look at Salesforce the complete opposite example of open table which has sat on Angel list or at every startup event and killed Innovation if if you will or they
I just know those two companies are so well positioned right for the next five or six years that it seems very unlikely to even think about them right right other than in extremes and you know last week you were you were given an extreme Apple was down 8 weeks in a row right you know and I was like I was on the stream going come on guys like stop talking about the end of the world here this is an opportunity yeah
build more stores that was my message to Steve Jobs in 2006 build more stores