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E88: First principle politics, China chaos & outlook, state of private/public markets & more
All-In with Chamath, Jason, Sacks & Friedberg
The Wore Seng Is a Pretty Good Sass Index
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The growth in this example was three times fat, greater than the public market comp so how would you assess that then? Well, the wore seng right now is that pretty good sass. Companies that are growing, maybe on a trailing basis, that grew three acts and yet prospectively, they're growing call it two and a half as they're trading today. So i think there's actully an arbitrage there. And this is why we doing private sassinvesting right now.
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