Block

2 statements across 2 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement May 26, 2022 by Benedict Evans · across every show →

Everything said about Block, oldest first

May 26, 2022 neutral
Insight
Evans: Tech has fragmented into siloed conversations with no overlap
“It used to be that you basically, the thing was to understand what was happening in web two, and then the thing is to understand what was happening in smartphones. And now there's a fintech thing. So how do we think about the intersection of Square, which is n…”
Benedict Evans May 26, 2022 ▶ 2:08 Shein, TikTok and Netflix - thinking about limits
Aug 23, 2022 neutral
Assertion Supported
Evans: a16z and Sequoia are RIAs buying public equities like Block
“Andreessen Horowitz is now a registered advisor, so is Sequoia, which means they can own public stocks. They own public stocks. I've read that Andreessen Horowitz bought stocks in Square, which is now in, which is now called Block. They bought it in the stock …”
Benedict Evans Aug 23, 2022 ▶ 13:24 A new wave of company creation
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