The housing market is particularly crazy because it is supply constraint, which obviously drives prices up inherently. All this asset inflation has now led to golmansacks and other folks to back people like open door and others,. They're buying up all the homes. So you have rich people who got asset asset appreciation in the stock market, buying all the homes with record low mortgage rates. It's a sunami of a housing crisis. How do you solve that problem? Four things.
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.