E1013: Decade Wrap-Up Roundtable! Garry Tan, Initialized Capital & Zach Coelius, Coelius Capital on the biggest hits & misses of the past decade: Trump, Theranos, Streaming, Mindfulness, Crypto, Tesla, WeWork, Amazon Prime, Vaping & more!
EpisodeDec 27, 20191h 6m
LINKS to brackets: https://drive.google.com/open?id=1zqc-2vDRl7e86USf4okiX8DRcXPzX1HW
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0:29 Jason intros Garry & Zach
3:02 Jason goes over the bracket-style breakdown
3:15 Best of the decade: Ride-Sharing vs. AI/ML
8:32 Best: Amazon Prime vs. 4G LTE
10:07 Best: Tesla M3 vs. Disney buying Marvel + Star Wars IP
14:15 Best: Streaming vs. Mindfulness
17:01 Garry's Best: AI/ML vs. 4G LTE
20:20 Jason's Best: Model 3 vs. Mindfulness
24:05 Zach's Best: Ride-Sharing vs. Streaming
25:12 Jason & Guests pick their biggest win from the last decade
29:20 Jason tees up worst of the decade bracket
29:45 Worst of the decade: 2016 Election Fiasco vs. City San Francisco/Amazon Eating the World/Snowflake Culture
38:01 Worst: ICO Madness vs. Zuckerberg
40:34 Worst: WeWork vs. Vaping
44:13 Worst: Juicero vs. Theranos
44:48 Zach's Worst: 2016 Election vs. ICO Madness
45:09 Garry's Worst: Amazon Eating the World vs. ICO Madness
45:56 Jason's Worst: 2016 Election vs. Zuckerberg
49:52 Jason's Worst: WeWork vs. Theranos
51:56 Garry's Worst: Amazon Eating the World vs. Theranos
53:47 At what stage does Garry & Zach like to invest in companies?
55:52 Championship round
Jason: Mindfulness vs. Zuckerberg
Garry: Mindfulness vs. Theranos
Zach: Streaming vs. 2016 Election Fiasco
59:52 What topics will define the 2020's?
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