X @Balaji
Balajiยท2025-09-21 17:45
I should clarify that I am not necessarily a believer in any individual tech stock. And of course the physical economy still exists too (albeit mostly in Asia).I am however a believer in the Internet writ large.David Bondo Bonderman (@DigBabby):I think Balaji is right w.r.t. alot of things; but this feels like the type of post you'd see in March 2000. ...