Larry

TMT Public Equities

[Larry @LongOnlyLarry]

@Machiavelliest @t_xu @DoorDash 😭😭😭

[Larry @LongOnlyLarry]

@EventDrivenEddy @P_Remarks Cart is over penetrated on ads not under penetrated but rest makes sense

[Larry @LongOnlyLarry]

@NYC_Rivera @P_Remarks Trust me you don’t have to pitch me the RMN story

[Larry @LongOnlyLarry]

@P_Remarks Bc they can use their DoorDash delivery network that accepts smaller portion of fees in order to drive for dash. Better batch dynamics due to ability to pick up restaurant orders along the way.

[Larry @LongOnlyLarry]

@P_Remarks I think the rationale is more - they have a really good ad product and greater proportion of GMV tied to higher ad relevant product catalogs (CPG), instacart due to scale issue has to pay drivers more therefore DASH can attract faster growth by keeping more of the fees they charg

[Larry @LongOnlyLarry]

@Machiavelliest @t_xu I am fucking geeking

[Larry @LongOnlyLarry]

@t_xu literally what the fuck are you guys doing

[Larry @LongOnlyLarry]

@dalibali2 Chill I’m long

[Larry @LongOnlyLarry]

@nyseSRCL What’s the long case?

[Larry @LongOnlyLarry]

These Internet companies are legit all retarded this sector is as good of a short right now as software was before Q1

[Larry @LongOnlyLarry]

@Stamford_Sam Jesus man

[Larry @LongOnlyLarry]

wut

[Cernovich @Cernovich]

Multiple credible and not easily spoked friends of mine working in AI have said that everyone should assume their account balance and porn the patching habits and everything else will be public within a year or two, if not sooner. Strange times.

[Larry @LongOnlyLarry]

@nyseSRCL Can’t get em all right that said no way they get acquired

[Larry @LongOnlyLarry]

@n0th0stl3tk0v3r @qcapital2020 They’re going higher.

[Larry @LongOnlyLarry]

@Vinny_Daniel0 @Passhole69 I’ll be home in December many are saying

[Larry @LongOnlyLarry]

@dalibali2 Claude for cyber?

[Larry @LongOnlyLarry]

@nyseSRCL @FundamentEdge Thanks for saving me the time

[Larry @LongOnlyLarry]

@S_curvecap 😭😭😭