Bull & Bear: Agora, the API Powering Clubhouse

But I’m not quitting on Slack. Partially because it’s underperformed SaaS so badly during COVID, I think it’s one of the best opportunities in tech. Wall Street hates it because of the threat from Microsoft Teams, but that’s our opportunity. Slack is the rare chance to be contrarian and right by betting on a fast-growing public SaaS company with ex... See more

More generally, we are living in a context where power laws and non-linear takeoffs already reign supreme. NFTs were close to nothing a few months ago, now Beeple is worth more than most fine artists in the world. Redditors were never able to manipulate stock prices even slightly, until they were suddenly able to overpower a whole hedge fund.