Is There a Pushback to Leverage?

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A typical fintech company was trading at fort forty x revenue. As of this last down, many are, you know, way below that. The real value of the preferred shares to day of many finta companies might be below the f m v. You're only taking a loan on the four on nine a price. But up until your like ceries e, you're going to have a big gap.

(00:20) NFT LA and Nikita’s parties

(01:50) Onlyfans ideal for SPAC which surprisingly isn’t a sex thing

(15:40) Twilio programmers great at programming, terrible at insider trading

(25:20) Ryan Breslow exclusive interview

(30:57) How Ryan got good at Twitter

(33:34) Is the Silicon Mob real??

(38:40) Why one-click checkout is impossible to explain but very cool

(44:11) Is blocking competition conspiracy or just good strategy

(49:57) Surprising controversy over early exercise options loans

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Mixed and edited: Justin Hrabovsky

Produced: Andrew Nadeau and Rashad Assir

Executive Producer: Josh Machiz

Music: Griff Lawson

REFERENCE LINKS:
Onlyfans can't find investors: https://www.axios.com/onlyfans-investors-struggle-9cc92523-6607-40ad-9893-4175e7966b52.html
Twilio insider trading: https://www.cnbc.com/2022/03/28/sec-charges-twilio-engineers-with-insider-trading-.html
Stripe / YC Mob thread: https://twitter.com/theryanking/status/1485784823641755648?s=20&t=IFRaBDRDtA8J2wTXruhPpQ
RB - Meditation tweet:
https://twitter.com/theryanking/status/1501953781046689801?s=20&t=IFRaBDRDtA8J2wTXruhPpQ
NB response tweet: https://twitter.com/nikitabier/status/1501991588246917130?s=20&t=IFRaBDRDtA8J2wTXruhPpQ
RB – Stock options tweet:
https://twitter.com/theryanking/status/1493390167461224451?s=20&t=bvE0FGOApel_hUwqVdwU7A
LB – Stock options tweet:
https://twitter.com/loganbartlett/status/1503893316710146053?s=20&t=6s6MaxQikG6l76htdBlEKQ

Executive Producer: Rashad Assir

Producer: Leah Clapper

Mixing and editing: Justin Hrabovsky

Check out Unsupervised Learning, Redpoint's AI Podcast: https://www.youtube.com/@UCUl-s_Vp-Kkk_XVyDylNwLA

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About the Show

Logan Bartlett is a Software Investor at Redpoint Ventures - a Silicon Valley-based VC with $6B AUM and investments in Snowflake, DraftKings, Twilio, and Netflix. In each episode, Logan goes behind the scenes with world-class entrepreneurs and investors. If you're interested in the real inside baseball of tech, entrepreneurship, and start-up investing, tune in every Friday for new episodes.