Uber is 'disruptive and drunk', weWork is 'just drunk', and Pivot turns 1!

“there's going to be a really big story coming down the pike around the impact of the blast zone of SoftBank. That's the big story here is the Vision Fund. I think the Vision Fund could be on the precipice of an implosion that makes the WeWork story look like, you know, look like an Easter Easter brunch.”

Markets · Judgment call · by Sep 20, 2020 (inferred)