
Elon’s Taxes, Infrastructure Week at Last, and Friend of Pivot, Mark Mahaney
Pivot
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Valuing Tech Giants and the Evolving Investor Landscape
This chapter analyzes the stock valuation of major tech companies like Facebook, Amazon, and Uber, discussing regulatory risks and growth potential. It highlights market perceptions of profitability among successful internet companies, including Airbnb and Lyft, and the challenges faced by newer investors. The conversation extends to Tesla's market position, regulatory scrutiny in the tech sector, and personal reflections on fatherhood amidst the pandemic.
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