2-2: The Worst, Buybacks and Multiples
Happy 2-2 Monday,
Here are 2 News Highlights and 2 Learnings to consider this week.
2 News Highlights
1. Doordash buys back $400m in shares
Interesting strategy given the times.
2. Andreessen Horowitz Debuts $600m Gaming Fund
May they find the next Minecraft/Fortnite.
2 Learnings
1. Kevin Aluwi USC commencement speech
I wish you growth.
2. The 2022 SaaS crash
100x ARR was nice while it lasted.
Until next week,