Spreading your investment over multiple years gives you access to different platform anges and has more diversity built into it. If you put all your investments in o five, you miss the iphone that came in o seven. And so a time diversity matters. So people who are a little bit more a cavalier about their pace of investments actually look better than others.
Jason breaks down the 2 metrics he uses to to assess Robinhood's Q2 earnings (1:43) and Amazon entering Department Store retail (16:39). Then, Mark Suster from Upfront Ventures joins (24:07) to discuss venture metrics, community as a moat, why high valuations don't necessarily mean a bubble & more.