Pivot Uber buys Postmates, Taylor Lorenz talks Clubhouse, and Big Tech will testify in Congress — but Congress has already lost
Jul 7, 2020
Join tech reporter Taylor Lorenz, known for her sharp insights into internet culture, as she dives into the implications of Uber's acquisition of Postmates and what it means for food delivery dynamics. She sheds light on Clubhouse's unique audio community, discussing its allure and the toxic culture that sometimes lurks within. The conversation also touches on the challenges tech giants face as they prepare for congressional hearings on antitrust issues, highlighting the pressing need for accountability in the tech landscape.
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Spotting Disruption Opportunities
- Identify companies disrupting fat, happy industries with large margins.
- Look for those receiving special treatment despite not being well-liked, signaling disruption potential.
Managing Stock Gains
- When a stock rises 200% in two days, consider taking profits.
- It is wise to secure your initial investment and let the remaining investment grow.
Market Dynamics Favoring Disruptors
- The current market favors disruptors in established industries due to limited IPO supply and high investor demand.
- This dynamic creates a favorable environment for companies like Lemonade, which benefit from increased capital access.