Reddit - The Last Patient Capital Up in Here

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The author of Ada's Terra Incognita is a wizard. The stories are told from the perspective of essentially an immigrant into that empire who's like in love with the culture and the culture that they've built, but also trying to maintain her own. Reddit has managed to find a way to scale micro communities in a way that is inherently sticky.

Alex Wilhelm from TechCrunch joins Molly and Jason for a full episode. First, they breakdown Tesla's Q4 2021 earnings including its consistently increasing Model 3 production, profitability and charger network growth (3:08). Next up, they discuss why Alex thinks the IPO window is closed for most startups. We wrap with a review of some of 2022's most anticipated IPOs including Discord, Reddit, Stripe, Impossible Foods, Chime and Instacart (24:45).

(00:00) Jason & Molly intro the show
(01:49) Welcoming Alex to the pod
(03:08) Tesla's Q4 2021 earnings
(08:45) Eight Sleep - Go to https://eightsleep.com/twist to check out the Pod Pro Cover and get $150 off at checkout!
(10:14) Tesla's growing supercharger network
(14:34) Comparing valuations and EV offerings of automakers
(19:56) Odoo - Get your first app free and a $1000 credit at https://odoo.com/twist
(20:59) Long distance road trips in EVs
(24:45) Is the IPO window closed?
(30:41) Assure - To get 20% off your first Special Purpose Vehicle (SPV) visit https://Assure.co/twist
(32:19) Do public market investors have the ability to stomach speculative companies?
(36:09) Stripe - Potential 2022 IPO
(40:49) Discord - Potential 2022 IPO
(47:46) Reddit - Potential 2022 IPO
(57:33) "Yes, No, IPO" Impossible foods, Instacart, Chime, Gopuff