2012-2014 Facebook, Google 2014-2017 Netflix, Airbnb, Uber 2018-2021 Fintech, Stripe, Square 2022+ Crypto, Web3, Metaverse? What is the next big consumer innovation?
Albertsons but that’s a given
ppl gotta eat
Stay away from the unicorns 🦄 that raised at monster valuations there are 50%+ haircuts all around
obvi, but that's temporary. where is the real value?
Not temp. Why the fuck would you want options that are deep in the red. Limited upside
crypto? hell no. 🚽
job search board, very innovative. it's like craigslist. but newer.
*job search board, but on the solana blockchain
Meta
maybe, but they can't ship a single new successful product
Quest?
Probably early stage startups
The Trade Desk
i think we're moving towards a post-advertising internet
90% of the internet and content creators only exist because of ads. How can that just be cut out?
Nvidia
i like it. but what about apple chips? might be hard to compete no?
Dollar general, waste management, reddit
great long term thinking, wow 3-6 months ahead 🧠
Databricks, snowflake
Lol
We all getting nuked soon 😂
😂
lol might as well end it with that mentality bro