Pikagi
@dottkhan
Imran Khan
@dottkhan
2 months
I can buy world class public companies who will be incredibly benefitted by AI at 20x to 25x GAAP eps OR I can go buy some private companies with unproven management team who never made a dime profit but fly private jets at 50x revenue multiple 🤷🏽
@danprimack
Dan Primack
@danprimack
2 months
Dear venture capitalists: You're blowing it
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Replies

@Gaurav1105
Gaurav Sharma
@Gaurav1105
2 months
@dottkhan 😂🔥
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@dee_bosa
Deirdre Bosa
@dee_bosa
2 months
@dottkhan 🔥
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@markpinc
mark pincus
@markpinc
2 months
@dottkhan Agreed. My AI bets have been Goog, Meta, Nvda and Snap
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@NadimHossain
Nadim Hossain
@NadimHossain
2 months
@dottkhan Please don’t keep us in suspense Imran. Which one did you choose? 😜
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@berman66
Andy Berman
@berman66
2 months
@dottkhan You missed the point entirely. The public companies have distribution.
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@DanEbs
Daniel Eberhard
@DanEbs
2 months
@dottkhan This the same guy who was CSO of Snap while private and which traded at 50x revenue at IPO ? Neat.
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@peterpham
Peter Pham
@peterpham
2 months
@dottkhan yup
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@donnystalter
don stalter
@donnystalter
2 months
@dottkhan The truth!
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@Mabiverse123
AIHostingStockPikachu
@Mabiverse123
2 months
@dottkhan Imagine the thrill though when at least one investment didn't go to 0
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@DelJohnsonVC
Del Johnson
@DelJohnsonVC
2 months
@dottkhan This is the problem succinctly summarized.
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