Episode 54: New venture fund, Web3, Zillow vs Opendoor, and questions answered

0:58   Launch of our Venture Fund 3:04   The benefits of pre-IPO access and our investment in Camplify 4:58   Private access to fast growing companies like Mawson Infrastructure 6:05   Zillow’s shrinking growth model 11:05 Comparative management decisions between Opendoor and Zillow 15:54 More on Zillow’s travails and management 17:29 The importance of customer love – Tesla 18:25 Tesla valuation thoughts 19:16 The NFT and crypto revolution 23:40 How crypto is transforming how games are played 27:48 Facebook’s lame Metaverse 29:53 The exciting prospects of games like Star Atlas 30:55 Our thoughts on Pinduoduo and Coupang 31:47 Chinese capital controls and its effects on FUTU and TIGR 33:44 What we like about Solana 34:24 The investment bank of the crypto world – Galaxy 35:50 Value in holding crypto companies – Voyager Digital Q&A’s 36:30 Question: Would love to here your thoughts on FUTU? 37:03 Question: What’s the upside of Tesla’s valuation? 38:17 Question: Thoughts on great resignation and how work is changing? 39:40 Question: What are your thoughts on Zoom? 40:00 Question: Do you like Sandbox over MANA? 40:20 Question: Opening fund for retail? 40:28 Question: Thoughts on Paradigm Pharma? 42:00 Question: What are your thoughts on Chegg? 44:00 Question: What are your thoughts on Allbirds? 44:18 Question: Thoughts on inflation? 45:10 Question: Thoughts on Iris energy? 46:30 Question: CBA and crypto trading? 48:35 Question: What is the global gaming TAM and growth rate? 50:17 Criminal coins