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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

AppleCommentary
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
StripeCommentary
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