The wall street journal reported that amazon is planning on opening department store style physical locations in the us. The news came as amazon pass walmart as the world's largest retail cellar outside of china. If youre going to do something like this, clothes or something that you know, it's one of the final things people like to go to stores for.
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.