I would just be very, very hesitant, like indreson has gotten closer on this company than many vminvises have. Cause it's like, as soon as you tweet, oh, man, these dummies. I'm go like, i wish i coud short this company. It's going to get bought for like fifteen billion or something crazy like that. When you don't have complete information, we don't know maybe the top twenty per cent of users are spending five hour a day in the ap right? Like snapchat was one of those apts that had some level of usage that was just not seen before. It was revolutionary, how much people are using it
Tiger Global, a crossover hedge fund, is moving at an unprecedented speed and scale in venture capital. Everett Randle of Founder's Fund joins Jason to break down Tiger Global's strategy, discuss the implications for the investing ecosystem (13:14), explain his "Walmart of VC firms" mental model (24:42), and more! Pod Notes: http://bit.ly/E1207Tnotes