Press Space to continue
Curated tech posts from X on AI, startups, and product development—signal without the doomscroll, updated on weekdays.
Press Space to continue
Press Space to continue
There’s Going to Be No Financial Math You Can Use to Buy the Stock “It’s a portfolio and worldview bet. You have a company exploding in interest, with an early lead but not a ton of monetization. Your choices are to put money in at four or five billion, or to say, ‘It’s easy to clone, there are 10 more like it,’ and back one at 50 pre in the hope that Meta acquires it instead. Like Google early on, there’s going to be no financial math you can use to buy the stock. You’re just saying it’s a…