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Molson_Hart's profile
Molson Hart
Molson Hart
Molson Hart
@Molson_Hart

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Molson Hart

@Molson_Hart

CEO at http://amazon.com/viahart . CEO at http://edisonlf.com . I tweet about business, e-commerce, supply chain, health, law, & infrastructure

Austin, TX
Joined July 2015

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    1. Gavin Baker‏ @GavinSBaker May 18
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      *Rough* math is that the $60 billion in Vision Fund common is down roughly 12% or $8 billion given a 7% guaranteed return to the $40 billion in preferred *depending* on timing/mechanics of capital calls. The Nasdaq is up ~50% over the same time frame.https://www.wsj.com/articles/softbank-expects-nearly-17-billion-loss-on-tech-focused-vision-fund-11586781142 …

      9 replies 21 retweets 136 likes
      Show this thread
    2. Molson Hart‏ @Molson_Hart May 18
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      Replying to @GavinSBaker

      He's lost it all and made it all back before many times. Jury's still out.

      3 replies 0 retweets 3 likes
    3. letsrebelagain‏ @letsrebelagain May 18
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      Replying to @Molson_Hart @GavinSBaker

      made it back? The alibaba bet was a lucky thing for him. Pure luck. Thts what made him all the losses. So don't say he would make it back. He is a total clown who was just lucky to make bank on alibaba in 90s

      1 reply 0 retweets 0 likes
    4. Molson Hart‏ @Molson_Hart May 18
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      Replying to @letsrebelagain @GavinSBaker

      I don't know at what valuations these investments were made but its nothing to sneeze at: Uber Tokopedia Slack Yahoo Japan GrabTaxi Coupang Kabbage OpenDoor Didi Cruise Ola

      1 reply 0 retweets 2 likes
    5. letsrebelagain‏ @letsrebelagain May 18
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      Replying to @Molson_Hart @GavinSBaker

      Lol all are Ponzi. None of them make money. And they all still exist because of the money he gave them to keep running the Ponzi

      1 reply 0 retweets 0 likes
    6. Molson Hart‏ @Molson_Hart May 18
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      Replying to @letsrebelagain @GavinSBaker

      I'm very sympathetic to chamath's ponzi sv-vc accusation but some of these companies make money or will make money. And some he's already exited from (i.e. Cruise).

      1 reply 0 retweets 0 likes
    7. letsrebelagain‏ @letsrebelagain May 18
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      Replying to @Molson_Hart @GavinSBaker

      I said this before chamath said that. Chamath is another clown. He duped public on SPCE scams and made money and now acting all holy. FYI here's ur great VC masahttps://www.businessinsider.com/softbank-ceo-says-he-was-foolish-to-invest-in-wework-2020-5 …

      1 reply 0 retweets 1 like
    8. Molson Hart‏ @Molson_Hart May 18
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      Replying to @letsrebelagain @GavinSBaker

      Yeah I do think Masa is great. Where do I learn more about the SPCE scams - this is Virgin Galactic SPCE?

      2 replies 0 retweets 0 likes
      Molson Hart‏ @Molson_Hart May 18
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      Replying to @Molson_Hart @letsrebelagain @GavinSBaker

      You know it takes a lot of balls to say this. I honestly just respect him more after this article.pic.twitter.com/ttUyv2F7Hb

      12:35 PM - 18 May 2020
      1 reply 0 retweets 0 likes

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