@chamath@chamath instead of zero, would you take previous 3 quarters of execution against each quarter’s rpo into account? Not 100% sure but the transition % of rpo to AR.
@bgurley Agreed. Companies should maybe ipo half shares, then reissue second half during or end of day. Maybe ipo buyer required to pay for both/split cost. Not perfect but more balanced. Or a rolling share release…
@CharlieShrem 10y being bought cause it’s safe and the market is crashing. Fed was going to be there by q3/4 with a strong economy. Now we will have inflation 4-6%, a recession (that will lower fed tax rev) destroyed trade partners, lower corp earnings… worth it? Stupid.
@chamath@AJManaseer@levie You are wrong - there are much better ways to do this. You used to be curious. Maybe you are but are inhibited from voicing it. Panel of economists next pod?
@KobeissiLetter Pt2 - this is a tax on working Americans. This is possibly the worst presidential decision ever. Us exports are #2 at $3.07t at high margin products. Let see what happens…
@KobeissiLetter No- this is generational damage as the market will shift away from the US. 3-5year to build factory, $B capital in a coming illiquid market and millions of workers for low wage jobs to replace us buying low end goods or raw materials from other countries.