E1151: Tech stock deep dive with Alex Wilhelm & Beth Kindig: Airbnb & DoorDash IPOs, Zoom’s pricing power, post-pandemic outlook, top picks & more

about this episode

FOLLOW Alex: https://twitter.com/alex
FOLLOW Beth: https://twitter.com/Beth_Kindig | https://beth.technology
FOLLOW Jason: https://linktr.ee/calacanis

Listen here:
Apple: https://podcasts.apple.com/us/podcast/this-week-in-startups-audio/id315114957
Spotify: https://open.spotify.com/show/6ULQ0ewYf5zmsDgBchlkr9
Overcast: https://overcast.fm/itunes315114957/this-week-in-startups-audio

Show notes:
0:55 Jason intros Alex Wilhelm & Beth Kindig & they discuss the Airbnb & DoorDash IPOs, are both overvalued?
5:41 How the influx of retail investors are impacting the surging IPOs, thoughts brand’s impact on valuation, lockup periods
8:59 DoorDash & Airbnb by the numbers
12:23 LinkedIn Jobs – Get a $50 credit toward your first job post at https://www.linkedin.com/twist
14:01 Financial pet peeves: creative accounting & bad growth rate comparisons
20:21 Why Slack decided to sell, Zoom’s growing market size
26:05 ChartHop – Get $600 in credits at https://charthop.com/twist
27:36 Post-pandemic breakdown: Zoom’s staying power, DoorDash’s risk
39:35 Gusto – Get three months free when you run your first payroll at https://www.gusto.com/twist
41:00 Zoom’s pricing power approaching Amazon & Netflix levels, how the delivery industry was artificially propped up pre-delivery apps
48:56 Top picks for 2021 & beyond: FuboTV, Twilio, Zoom & more
1:00:18 Thoughts on the SPAC inventory issue
1:06:01 Most anticipated IPOs for 2021: UI Path, Stripe, Roblox, Didi
1:11:14 Risk of investing in China-based companies, economic arms race between US & China

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