Masa’s Son(@masayoshisson):just read @insane_analyst last memo lol goated and yes - labs must go public bc private markets/ masa tapped out, and so game has become luring smooth brained pms in buying their bs (also VCs and employees want to get rid of their tulips before they rot) will be fun

Masa’s Son

@masayoshisson

non consensus l/s tech investor. variant views only. unbridled optimist. 4x since pf inception (jan '25). no investment advice. all views personal.

加入 January 2015

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Masa’s Son@masayoshisson

2026.09.24 02:33

just read @insane_analyst last memo lol goated and yes - labs must go public bc private markets/ masa tapped out, and so game has become luring smooth brained pms in buying their bs (also VCs and employees want to get rid of their tulips before they rot) will be fun