What's Your Bull Case?

I don't think it warrants a 10 billion dollar valuation. And that doesn't mean they can't expand the TAM. You have to add more members, you have to add a greater value proposition for advertisers. There are different verticals that they can go after that are like, kind of adjacent or turn on different revenue streams.

Transcript

Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!

Get the app