The Ledger

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Rick Yang: NEA calculated $70B in brokerage market cap ripe for disruption

“Because we did have that sort of straight line base case, hey, look, there's seventy billion dollars of market cap that is ripe for disruption, and we see that.”

Rick Yang Jan 28, 2022 ▶ 7:23 20VC: The Robinhood Memo: The Early Metrics That Showed Robinhood was a Breakout Company, The Cost Structure of Robinhood in the Early Days and Why it is a More Efficient Business than eTrade & How Vlad Has Developed as a Leader Over Time with Rick Yang a

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