In the world of the internet, what we have is scale. What we've seen over the past decade is that one little niche could sustain it. I couldn't get anybody to calm down after i did the seed round and alex michael told me he might not have made the investment at the time. That didn't tell me that tat's good information. A, now we have a goat, a sneaker head market place. We're the earliest institutional investor there. It's a public, public a release knowledge that it's worth three point seven billion dollars and ya. But what's crazier is the volume of business that they doit was staggering.
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.