public tech companies

“I don't think a single thing in the last quarter has changed in the underlying fundamentals of the majority of businesses that are public.”

“Tiger global told their LPs in a webinar earlier this month that it would no longer focus on backing late stage startups, preparing to go public. Instead, they will focus on two things going even earlier into series A and series B rounds and buying shares of p…”

“Those are the generals that are about to get shot over the next eight to 12 months, in my opinion, in the public markets, in terms of market cap and employment and perks.”

“You can calculate some, you know, something called return on invested capital, and it's actually gone up. Since they started making these AI investments.”