The Guesties
RH
Reid Hoffman
Guest on the All-In podcast · commentary only
Commentary — not scored
Reid Hoffman weighed in on the companies below but never made an explicit position call, so there’s nothing to track — these takes are recorded as commentary.
In their words
Apple→Commentary
“the prime candidate is likely to be, and I'm speaking as an individual and as a venture capitalist here, is Apple with the App Store, right?… You have to use App Store. You have to use the payment mechanism… that quells a ton of startup inn”
E194· Aug 30, 2024
Microsoft→Commentary
“I think Satya is like the best public market CEO of our generation. I think he is stunning in kind of blending combination of strategic insight with also kind of being, you know, kind of return on capital, you know, sensible risk-taking.”
E194· Aug 30, 2024