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Keith Rabois @rabois
Excited to launch a solution for all the challenges of building a Shopify brand: https://t.co/JwduTvztOI — PolitiTweet.org
Keith Rabois @rabois
@fintechjunkie even worse, tech valuations and the net worth of their customers collapse when interest rates rise s… https://t.co/JThpDSvMLQ — PolitiTweet.org
Keith Rabois @rabois
Thrilled that @jacobhelberg is driving serious attention to the most serious threat to America since 1983. https://t.co/3OwPnCiCI1 — PolitiTweet.org
Keith Rabois @rabois
@altcap @theallinpod should have been raising earlier without a doubt, also SVB deleted a risk disclosure that connected the dots. — PolitiTweet.org
Keith Rabois @rabois
@auren @altcap @theallinpod yes. but the 6 hikes in 1999-2000 is what causes the Internet “bubble” to end. — PolitiTweet.org
Keith Rabois @rabois
@altcap @theallinpod it is like nobody at SVB remembered 1999-2000. When interest rates go up, tech valuations crash. — PolitiTweet.org
Keith Rabois @rabois
@altcap @theallinpod worst hedge ever for a bank w a customer base in technology. — PolitiTweet.org
Keith Rabois @rabois
@altcap @theallinpod yes home prices are high still, condos flat. But SVB was 100% self inflicted w an insane investment position. — PolitiTweet.org
Keith Rabois @rabois
@altcap @theallinpod disagree. — PolitiTweet.org
Keith Rabois @rabois
@zebulgar @SamirKaul1 founder was not good:) — PolitiTweet.org
Keith Rabois @rabois
@loganbartlett just when i reduced my tweeting:( — PolitiTweet.org
Keith Rabois @rabois
Amazing company. Founded by @zebulgar. https://t.co/NS7x01agyD — PolitiTweet.org
Ashlee Vance @ashleevance
Varda has been very quiet about what it plans to do in space. Well, it turns out it's going to be making drugs and… https://t.co/aCw3ywZ6RN
Keith Rabois @rabois
@semil I don’t have the time to study bank balance sheets & their disclosures. But the SBV position defied rudimen… https://t.co/IkuAH9VGE1 — PolitiTweet.org
Keith Rabois @rabois
@jasonlk they are burning an insane amount of money, this will increase it, they don’t know how to underwrite this… https://t.co/mu5X2yR5C9 — PolitiTweet.org
Keith Rabois @rabois
@semil yes #3 is accurate especially w a tech costumer base this was insane. — PolitiTweet.org
Keith Rabois @rabois
@jasonlk false. — PolitiTweet.org
Keith Rabois @rabois
@sarthakgh i am impressed w their foresight. — PolitiTweet.org
Keith Rabois @rabois
@semil which of those is inaccurate? — PolitiTweet.org
Keith Rabois @rabois
@ericvishria if anything shorting interest rates would have been more apt given the client base. — PolitiTweet.org
Keith Rabois @rabois
RT @emollick: There seems to be a belief among some tech pundits that public reactions on Twitter about the SBV collapse shows that America… — PolitiTweet.org
Keith Rabois @rabois
@cenedella @girdley @jeremyl and @twang have blogged on this. — PolitiTweet.org
Keith Rabois @rabois
@girdley most good VCs recommend against venture debt. — PolitiTweet.org
Keith Rabois @rabois
@danprimack @micsolana @ranjanxroy @Kantrowitz Their Board actually debated changing the name about 10 years ago. — PolitiTweet.org
Keith Rabois @rabois
@JackTeah24 when?? — PolitiTweet.org
Keith Rabois @rabois
Still vividly recall the Square board meeting in 2011 when Larry Summers advised that this risk was much more probable than anyone assumed. — PolitiTweet.org
Keith Rabois @rabois
@SamSpelsberg That doesn’t look like a Barry’s Red Room? — PolitiTweet.org
Keith Rabois @rabois
@benedictevans where the best founders are and the returns, other than that… — PolitiTweet.org
Keith Rabois @rabois
Time to book those flights to paradise. — PolitiTweet.org
delian @zebulgar
We are now less than 2 months away from Tech Week (Apr 23 - 30th)!! Excited to announce our capstone event will be… https://t.co/DthQvIUJT2
Keith Rabois @rabois
@LukePiette @alexandr_wang you can just look at the Midas lists. — PolitiTweet.org
Keith Rabois @rabois
@karrisaarinen @alexandr_wang @paulg since Miami so 12/20 on. — PolitiTweet.org
