Okay, Computer 10/5/22: Elon Eats Bird & Conversations with Not Boring’s Packy McCormick and FirstMark Capital’s Rick Heitzmann
RiskReversal Pod
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Do You Want to Bet Against Meta?
I think commerce on Instagram is a home run if you think about it, right? So like to me, do you want to bet against meta? I would never in a millionaire short meta. But yeah, I would, he would, I would. Okay then here's another one while we're riffing here a little bit. Netflix, the stock was down 75% at its lows. If that will drop right into the margin of that business, could that be a double or a triple over the next three to five years? Yeah, short term. Most of what they watch is on YouTube anyway.
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