What do you guys think are some of the most over-used themes or macro tailwinds for businesses that you've seen over the last year? For example, COVID-19 resiliency, Aging US Infrastructure, etc.? Just curious what other people see/hear either in both their professional and personal lives.
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The rise of ed-tech, gimme a break lol if the last year has revealed anything it's how terrible these solutions are, given that people are literally willing to send their kids to corona-school over dealing with these terrible tech solutions.
In fact, most VC trends tend to be pretty moronic lol.
Aging US Infrastructure is a very real thing.
Yeah, the point of the post wasn’t to call out those two as overdone, I was more-so trying to give examples of common themes I keep seeing. Not disagreeing with you.
"Yeah, we're looking at pre-COVID levels on this one"
If one more person says this on a call I will cram a hammer down their throat
"Going to the moon"
This one makes me laugh
ev stocks, space stocks, spacs
Meme stocks
right this too. I keep seeing total jokes like AQB getting shilled.
.
Yes EV is the future. No not every pre-revenue POS with a cool website and no proprietary tech needs to come public with a $5B+ valuation.
If turds like Nikola, Lordstown and Hyliion are still listed in 10 years I will eat my fucking hat.
What's not to like about Lordstown?
AI and machine learning.
Very few companies have true AI. That is even debatable.
I heard a start-up pitch, "we train our algorithms". Really? Well your website was built on squarespace?
SPACs need to go away
ESG
Rate at which genetic breakthroughs will happen. Also ML / AI as mentioned above.
also chamath. that guy is a chach.
He can be a real douche. No doubt a smart guy. Clearly very insecure but he's at least honest about it. Probably my least favorite of the All-In podcast hosts. Runs around with a lot of very smart and very successful people.
"Re-opening trade", been hearing this one for the last 10 months
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