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@jason
@Jason
Host: @twistartups @theallinpod @thisweeknai; I invest in 100 startups a year @launch & @founderuni jason@calacanis.com for life
๊ฐ€์ž… August 2006
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#Jaytrading#: put some small trades on for $WRD $PONY $LCID $RIVN recently Thesis: consolidation is coming to the autonomous space based on the massive progress that Tesla, Waymo, and Uber are making. I believe these four companies are going to be bought in the next 24 months and I expect, as a group, that I will 2x my investment in under two years. This is not investment advice. These are tiny bets for me to get a little market action when I see something obvious. I consider these midterm bets to be 1- to 4-year bets. Most of the time, when I buy equity, it is to hold it for 10+ years. Other bets I'm making are ones I want to hold forever. Note: I don't do day trading or try to flip stocks in under a year because I'm super busy. Again, this isn't investment advice ๐Ÿ˜‚ My goal is to have y'all tell me I'm wrong or vet these deals and decisions as brutally as possible. I have many other bets in the autonomy space, including amazing private companies like @Zipline and @goautolane, as well as other large ones that I don't want to talk about here right now.
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