asaramis

is this for real and should I be angry?

Cathie Wood and ARK are selling too. While putting out a report with a price target of $4,600 for TSLA, they’ve been taking profits and trimming their TSLA position in their flagship ARKK fund from almost 4 million shares to less than 1 million. One of the biggest cheerleaders for Tesla is publicly saying the stock will quadruple, while cutting their holdings by 75%.

That Brian Chesky video is incredible. I hope if any fallout - AirBnB manages to stay afloat.

this is kind of the perfect example - in theory, the secondary market should correctly price the ISAs based on the quality of the students being graduated.

But there is a significant lag built in on the pricing. It would probably be a few cycles of students, and you wouldn't even know they're not getting good jobs for a number of months if not years. Especially given Austen's kind of a celeb, Lambda could raised a few bigger and bigger rounds in that time period - and their numbers would look fantastic to potential investors with the cash coming in up front. If they played it right, they could maybe even IPO before those secondary ISAs ever get properly priced. Financial innovation at its finest!

The other two major parts of this:

Facebook's ad model is built to reward "virality" - meaning being over the top and salacious means lower costs. Even Boz acknowledges that was part of the Trump team's genius - they used the platform, as it was built, perfectly. The Democrats naturally have equal access to this platform, so I don't think its as much a left-right thing, vs a crazy-calm divide.

The other thing is just disinformation / identity verification - making sure all advertisers are who they say they are (and you don't get russians posing as black lives matter, etc.)

How do they not address the actual financials? (saying "Numbers aside" and then digging into the strategy shift).

I'm more curious - out of the $200mm they are projecting this year, or the $100mm they made last year - what did they spend? Their business model seems even more insane than Groupons to me.

They apparently have to pay out $12-15 per class to the studios. Had heard that on a $99 membership, with about $50 going to normal expenses (staff, marketing, etc), if a member takes 4 classes in a month they're already underwater - and they'll lose money on every additional class that user takes.

Want to know if that is true!

So has anyone actually gone swimming with the Apple Watch? I'm still nervous..and how come they don't have proper waterproof cases?