Overvalued unicorns:
— Pinterest
— Snap
— Twitter
— Peloton
— Slack
— DoorDash
— Lime
— Palantir
— Uber
— Compass
Will lose 80% or disappear:
— Tesla
— WeWork
— Robinhood
— Lyft
— OYO
#nomercynomalicehttps://www.profgalloway.com/mdma
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You first...
But, but...that's hard. OK I'll try. Good buys (even though some are private): 1. Zapier. The "connecting API" space will keep exploding. 2. Atlassian. Very efficient company, great at M+A. OK, this is hard.
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Definitely
@zapier.@mikeknoop and team are wizards!Thanks. Twitter will use this to make your timeline better. UndoUndo
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I’ll bite: - Hashicorp - Segment - PagerDuty
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I like these picks. Segment has gone through a lot though
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I would add
@getpostman to an undervalued company class. What they do is amazing and low key
valuableThanks. Twitter will use this to make your timeline better. UndoUndo
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+1 for Zapier, everyone right now going crazy about the low/no-code movement while Zapier provides an awesome low/no-api service... just lost count of how many times I used it to solve real professional challenges in a heartbeat.
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I wouldn’t be surprised if
@Atlassian get acquired by#msftThanks. Twitter will use this to make your timeline better. UndoUndo
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Thanks. Twitter will use this to make your timeline better. UndoUndo
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Samsara Plaid Houzz Intercom Airtable Would agree on Zapier. Great product but they need to become more Enterprise ready
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