Keith Rabois

Guest on the All-In podcast · commentary only

Commentary — not scored

Keith Rabois weighed in on the companies below but never made an explicit position call, so there’s nothing to score — these takes are recorded as commentary.

In their words

Apple→Commentary

“Apple has a lot of competitive advantages that they've been actually leveraging for about 15 years now... now you're seeing some of the manifestations though of a competitive strategy that gives you incredible advantages is you get very”

E207· Dec 13, 2024

Stripe→Commentary

“Stripe should go public, but they don't listen to me... I personally believe and subscribe to the view that companies should go public as early as possible.”

E207· Dec 13, 2024