I love how a lot of SV types on Twitter defend TravisK. Maybe some of the tactics employed were necessary to push into certain locales early on but I think overall 1) he was an ass and 2) he's a crap public equity investor.
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I wasn’t commenting on him as an operator. I was commenting on his sales weighing on the stock.
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I know. I'm commenting on him as an operator. Overrated IMO. Cloud Kitchens may be a big opportunity but 1) not sure He wins there and 2) don't believe it will be as big as Uber.
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