$VC: “The high priests of SV [are] circling the wagons, trying to tell us China [is] bad so don’t question us.” | Feb 2020

Harsh words from Reddit CEO on TikTok: "I look at that app as so fundamentally parasitic, that it’s always listening, the fingerprinting technology they use is truly terrifying, and I could not bring myself to install an app like that on my phone.” https://t.co/K8t0udBdRj — Lucas Matney (@lucasmtny) February 27, 2020

$TSLA: “NTSB should ask Tesla to present hazard analysis (or FMEA/FTA whatever) of their Autopilot system.” | Feb 2020

1/ NTSB should ask Tesla to present hazard analysis (or FMEA/FTA whatever) of their Autopilot system. If Tesla can’t present any such analysis it means they’re not treating the system with the diligence it deserves. Assuming that all OEMs apply equivalent rigour is self deluding — Tesla Toons (@FairDinkumCap) February 26, 2020

$DIS: “Bob Iger is one of the greatest CEOs in modern history. He is a loss regardless of who to/when succession occurs.” | Feb 2020 #thread

1/ The timing, suddenness and details of the Iger news is weird for sure. However, the context and struggles of execution transition needs context. Bob is one of the greatest CEOs in modern history. He is a loss regardless of who to/when succession occurshttps://t.co/TXrH6C2RJ1 — Matthew Ball (@ballmatthew) February 26, 2020

$SQ: “We think Cash App crossed 30 million MAUs in recent weeks.. up from 15 million in 2018 and 7 million in 2017.” | Feb 2020 #thread

We think Cash App crossed 30 million MAUs in recent weeks and ended 2019 with 29 million MAUs, up from 15 million in 2018 and 7 million in 2017. Venmo, according to our model based on Venmo's API, crossed 25 million MAUs in late 2019. How did we arrive at those numbers? ⬇️⬇️⬇️ pic.twitter.com/UpJyiWtalb — […]

$VC: “Lambda School receives scrutiny not on the merit of the idea but because the quality reportedly sucks, the placement rates are poor/ much lower than claimed, & it appears to be managed by total charlatans.” | Feb 2020

The funniest thing about harsh scrutiny of Lambda is if we had the same level of scrutiny for how an average college operates in America, we wouldn’t need Lambda in the first place! — Sar Haribhakti (@sarthakgh) February 24, 2020

$BYTD: “TikTok seems like the first major platform to create such clear physiognomic bubbles.” | Feb 2020 #thread

A TikTok novelty: FACE-BASED FITLER BUBBLESThe AI-bias techlash seems to have had no impact on newer platforms. Follow a random profile, and TikTok will only recommend people who look almost the same.Let’s do the experiment from a fresh account:1/6 pic.twitter.com/VAwkh3qNjv — Marc Faddoul (@MarcFaddoul) February 24, 2020

$TSLA: Why does #BagholderGifford hate shorts so much? | Feb 2020 #thread

1/ #BagholderGifford has praised Japan's GPIF fund for ending stock lending to shorts. Like Elon, BG hates anything that stop stonks going up & to the right. In a recent article for @gurufocus (and @YahooFinance), we explain why this is dumb. $TSLA $TSLAQhttps://t.co/8KAFJtyf9l — Almington Capital Merchant Bankers (@AlmingtonCap) February 24, 2020

$MCHI: “With the opening of the spending floodgates, already some.. are betting that GDP growth this year will match or even exceed 2019.” | Feb 2020 #thread

Spending plans are starting to come in. Last night Beijing announced that it would push forward CNY 252.3 billion of urban projects, which “will include 100 infrastructure projects, 100 livelihood improvement projects and 100 high-tech industrial…https://t.co/vtnsQhHYlU — Michael Pettis (@michaelxpettis) February 24, 2020

$INV: “The Renaissance Technologies book convinced me that there’s no fraud or misdirection behind the track record.” | Feb 2020 #thread

The Renaissance Technologies book convinced me that there's no fraud or misdirection behind the track record But it cast no light on how RenTech has managed to stay ahead of its peers decade after decade h/t @davidmarchorn pic.twitter.com/MJaL6HGRVD — "Elon Says" (@ElonBachman) February 23, 2020