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.

Play episode from 33:23

Transcript

The AI-powered Podcast Player

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

Get the app