Public marito palon: What if i took those dollars at every point that you invested in, instead of investing in you, i invested in the public market index. How would that have performed? And so if i write five million dollar check each quarter into companies over, let's say, 12 quarters,. how would that compare to your return? So that's called p m a. Public marito Palon: If we're in a supercycle, an amazon doubles in one year, and disney triples over what doubles in three years.
Jason breaks down the 2 metrics he uses to to assess Robinhood's Q2 earnings (1:43) and Amazon entering Department Store retail (16:39). Then, Mark Suster from Upfront Ventures joins (24:07) to discuss venture metrics, community as a moat, why high valuations don't necessarily mean a bubble & more.