Jeff Richards of GGV Capital on the Cloud, Digital Health, E-Commerce, and the Digitization of Everything (EP.184)
Panic with Friends - Howard Lindzon
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The Key Thingrs Are Armed With Capital and They're Dealing With Remote Teams
The key thingrs, theyre armed with capital. I think that's going to be the challenge for these companies have went public in the last 12 months and are trading below their price. If you're up 15 x from where you bought it a few years ago, you're pretty happy. And i think that's wha i'm looking up. That's why dloca, even though i own enough robinhood, the ai broken ipeos are interesting tin me. The one wild car here that i see, which is, youknow, which it's never pleasant to try and buy things that are down forty, 50% because it shakes you. They may have
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