Over or Under? I'm Going to Set the Line at 170

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Molly Kohn: Should we just assume though that at this point beating that record is like, it's not the year for it? She says think about March 2020. How everyone decided stock market was over and economy was done,. venture capital is going to set up shop for five years. That last three weeks. I think this time is different. This time is a fundamental re-pricing of assets that got out of control.Kohn: So yeah, I'm just going to keep on buying through the downturn here.

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