Above Consensus

[Above Consensus @above_consensus]

@ACapitalLP Here’s where this is wrong. The core business is not only worth zero, it’s worth negative. They sell one dollar for 70 cents. Among the worst businesses that have ever graced the public markets

[Above Consensus @above_consensus]

This is massive beta male energy. The Instagram generation raised a bunch of Peter Pans like @Sethrogen who can’t see the bigger picture outside of their own hedonistic needs and desires. Society gave this guy more than he ever deserved. The world needs more men who see the virtue in fatherhood

[Above Consensus @above_consensus]

@jeffjohnroberts Jack Dorsey?

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@lefttailguy What’s the rationale?

[Above Consensus @above_consensus]

For those looking at @jack ‘s move as an AI signal, let’s be real - @blocks was well known to be a sleepy biz with a ton of fat on the bone. Anecdotally my friends that worked there did 20 hour work weeks. AI will eventually displace some jobs but this is not the signal

[Above Consensus @above_consensus]

My point is this is a canary in the coal mine. There are already many GenAI musicians that have gotten tens of millions of listens on Spotify as well - and this is the worst GenAI music will ever be. It’s just going to keep getting better. Labels used to be an oligopoly with control over scarce IP, we’re now entering an era where IP is flooding the market

[Above Consensus @above_consensus]

@ACapitalLP Tell this to Tencent Music listeners. GenAI music is already more than one quarter of all listening time on the platform

[Above Consensus @above_consensus]

@DrewPavlou Dude this is the NFL. The least woke organization on the planet. This is the league that cancelled Kaepernick for kneeling. They are not pushing a leftist agenda. Take your tin hat off man. They are trying to get more Hispanics to watch their sport

[Above Consensus @above_consensus]

@eric_seufert Why do you assume the retailer loses the customer relationship? The retailer will surely still receive the transaction data and can used owned and captive channels like email, sms, WhatsApp, etc to re-engage the customer, much like they do from their own Shopify web store

[Above Consensus @above_consensus]

@bookdepth @JacobWolinsky Why does low alpha matter? You can’t buy a house with alpha lol

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@pitdesi I agree up until the conclusion. Why is a stablecoin backed card any better than a fiat debit or credit card?

[Above Consensus @above_consensus]

@JaredSleeper I agree you don’t need to be $1B ARR to IPO, there should be a lot more SMID IPOs - I think for the premier assets, it’d be a great thing for both the companies and investors. And there is a ton of appetite and pent-up demand in the capital markets for these

[Above Consensus @above_consensus]

@HadickM @artemis Why is P2P trending down? How sure are we that this is capturing a representative data set for P2P?

[Above Consensus @above_consensus]

@artemis @CastleIslandVC @dragonfly_xyz Why is P2P down so much?

[Above Consensus @above_consensus]

@BucknSF @MRatable Thank you sir

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Who are the best 2-3 cybersecurity software analysts on the sell-side?

[Above Consensus @above_consensus]

Is the remittances tax exemption on debit card / bank accounts or on visa / green card holders? The former would be great for Remitly. The latter isn’t that beneficial bc there are many banked users who are not citizens. It historically has not been incumbent on the banks to verify citizenship

[Above Consensus @above_consensus]

@zebulgar Why is this bad? Benchmark’s job is to deliver the best returns for their investors. If the CEO isn’t delivering, they should be finding the person who can