Investing 101: Risk by Chamath Palihapitiya [Twitter thread] Posted by ilia_lotov on Thursday February 18, 2021 @05:21AM from the twitter.com dept. https://twitter.com/chamath/status/1308073763842351104 ( 1 comment | 3 points | on HN )
Capital light >>> Capital heavy Product moat >>> Capital moat Network effects >>> Marketplaces >>> Everything else
https://twitter.com/chamath/status/1310736308189294592