Timestamps:

(00:00) Introduction

(01:07) Guest Introduction: Mark Mahaney

(02:14) Mark Mahaney's Investment Framework

(03:55) The Importance of Revenue Growth

(05:28) Identifying High-Quality Companies

(08:01) Challenges and Opportunities in Tech Investments

(10:33) Evaluating Profitability and Business Models

(14:10) Amazon's Market Dynamics

(19:05) Netflix's Growth Strategies

(25:42) Meta's Market Position

(26:27) Amazon's Growth and AWS Competition

(27:33) Meta's Valuation and Overhangs

(31:00) Uber's Future with Driverless Cars

(35:04) Google's Challenges and Opportunities

(41:14) Investment Opportunities and Market Concerns

(45:06) DoorDash's Market Position

(47:31) Staying Grounded in Investment Decisions

(51:44) Conclusion and Final Thoughts

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