This Week in Startups Comparing 2022 to the Dot-Com bubble + Activist investor challenges Peloton leadership | E1368
Jan 25, 2022
In this insightful discussion, the hosts analyze the fundamentals of major tech companies like Block, Zoom, and Netflix during the current market downturn, drawing parallels to the Dot-com crash. They dive into the investment differences between private and public investors, and the implications for speculative versus fundamentally strong businesses. The conversation culminates with an activist investor's push for change at Peloton, raising questions about leadership accountability and the future of the fitness tech industry.
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Investing in Square
- Dollar-cost average into Square (Block) over the next few years.
- Hold it for a decade to potentially beat the market, advises Jason Calacanis.
Private vs. Public Investors
- Private market investors have a long-term outlook (10-15 years).
- Public market investors focus on shorter timeframes (quarters).
Coinbase Valuation
- Coinbase's lower price-to-earnings ratio compared to other high-growth tech companies suggests market uncertainty about crypto's longevity.
- Some investors are not convinced crypto is here to stay.