@davealevine could imply that the technology industry should be more evenly dispersed across 10 regions, instead of 3 or 4 globally.
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Replying to @kimmaicutler
@kimmaicutler it's simply a reflection of too much money sloshing around. I'm a massive optimist. Most optimistic person I know :-)1 reply 0 retweets 2 likes -
Replying to @davealevine
@kimmaicutler but cycles are just how it works and it's kinda silly what the money is funding and doing at this point.1 reply 0 retweets 1 like -
Replying to @davealevine
@kimmaicutler when computer programmers can't afford rent and the imitator and idiot companies (using Buffett's three i's) are burning cash3 replies 0 retweets 0 likes -
Replying to @davealevine
@davealevine if a lot of their comp is in equity.... is what I'm saying.1 reply 0 retweets 1 like -
Replying to @kimmaicutler
@kimmaicutler yeah. Illiquid private securities that are being bid up by a liquidity wave that will retrench and leave them very disapponted3 replies 0 retweets 1 like -
Replying to @davealevine
@davealevine in the most expensive part of the housing stock while everyone else is rent-controlled or on 30 yr fixed mortgages from yrs ago1 reply 0 retweets 1 like -
Replying to @kimmaicutler
@kimmaicutler yeah. Especially the young ones who dropped out or what have you. Cest la vie. Way worse social issues!1 reply 0 retweets 1 like -
Replying to @davealevine
@davealevine The cos doing the most aggressive acquisition of space are ones like Uber, Apple & Stripe though.1 reply 0 retweets 1 like -
Replying to @kimmaicutler
@kimmaicutler fair enough. Some awesome companies will make it through the cycle.3 replies 0 retweets 0 likes
@davealevine CA home prices, rents, unfortunately do not tend to crash though. They plateau.
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Replying to @kimmaicutler
@kimmaicutler yeah. We'll see this time soon enough!1 reply 0 retweets 0 likes -
Replying to @davealevine
@davealevine@kimmaicutler having seen the 2001 and 2008 crashes, we had lots of vacancies in first recession, but area bounces back.5 replies 0 retweets 2 likes - 10 more replies
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