Last night we had a party for my mom’s 80th. My sisters Fern and Robyn did a great job organizing the party for her. Max had a big exam at UNLV so unfortunately could not make it but I got a nice picture of everyone else … Because I blogged that I would be in …

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I am in Toronto for my mom’s (Sandra) 80th birthday…which is today . I have not been to Toronto in over two years so it is great to finally visit. Ellen and I grabbed some Bagel World bagels and we had a nice breakfast at her apartment. We had a Seinfeld type Uber experience on …

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I’m excited to have my friend and fellow Canadian, Michelle Zatlyn, on the show. We’re going to talk about the internet today. Podcasts wouldn’t exist without it, and you’d be unable to appreciate the banter between Knut and I. But this just feels like the right time in the right moment to talk about the …

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In my early market years (the 90’s) I blew up many a portfolio owning semiconductor stocks and I put them on my ‘do not own’ list. No big deal because the ‘analysts’ called them cyclical stocks anyways and my 8 to 80 portfolio and growth ideas (software and internet) performed very well on their own. …

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I had a busy day in New York yesterday. The views from high up at Hudson Yards in Manhattan are really nice… I had the pleasure of leading a discussion to a group of colleagues about building a venture capital firm and business with Josh Kopelman, Howard Morgan. Mike Lazerow and David Rose. I love …

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Good Monday morning everyone from New York. I am in the Hudson Yards (I call it Dubai) section of Manhattan for meetings the next few days. Momentum Monday’s never stop so Ivanhoff and I did our weekly video. You can watch/listen here. I have embedded it below: The market is all Metaverse, crypto, software and …

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Happy Sunday everyone. I have a lot of reading to catch up on during my flight today. Let’s get started… Wired’s ‘The 10,000 Faces That Launched an NFT Revolution‘ is excellent. Ben Thompson’s ‘Microsoft and The Metaverse‘ There is already a popular Metaverse ETF …of course the ticker is $META. You can follow Matthew Ball …

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Happy Saturday everyone. It was a Zoom and paperwork week for me which meant five days of sitting in front of my desktop. I am addicted to my new iMac. It is my work machine of choice. Tomorrow, Ellen and I are off to New York again and then Toronto for a few days. I …

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The Student Loan Tsunami is coming in just a few short months: on February 1, 2022, the post-COVID resumption of student loan payments will hit over 43 million borrowers in the US all at once. Today, 70 percent of American graduates from last year have student loans. At Payitoff, the company is building infrastructure to …

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Dave is the founder and CEO of Upstart ($UPST), the first consumer lending platform to use Machine Learning (ML) to price credit and automate the borrowing process. Prior to founding Upstart, Dave was President of Google Enterprise and built Google’s billion-dollar cloud apps business worldwide, including product development, sales, marketing, and customer support. He started …

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