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20min chapter
E44: Founder Mode, Uber’s Self-Driving Strategy, and Big Tech Skepticism
"The Riff" with Byrne Hobart and Erik Torenberg
Navigating Portfolio Management and Tech Dynamics
This chapter explores the intricacies of portfolio management, focusing on assessing portfolio managers' skills while disentangling luck and market factors. It examines the shifting narratives in the tech sector, especially concerning companies like Uber, Facebook, and TikTok, and their impact on stock performance. Additionally, it addresses the evolving landscape of autonomous vehicles and the complex dynamics of founder control in startups, highlighting the importance of valuation strategies and cash flow management.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode