not sure how mainstream autonomous vehicles will get, especially in cities where roads are so integrated with other modes of mobility eg cycling, walking that might pose a danger to civilians if not programmed well. but definitely see meaningful use cases in certain industries eg deliveries to increase operational efficiencies. question remains how it can be successfully integrated alongside other transportation modes at scale, with safety as primary consideration. 

SEA operates in fiercely competitive domains. While it holds its lead in Garena, successful expansion in e-commerce and fintech still remains uncertain. Like the company but still monitoring on their operational efficiencies for decent unit economics

Like how forward looking Paypal is. Look forward to seeing how they shape the future of money in the next few years

Go PTON, stockholder here ;)

great in depth analysis! 

tough times ahead

looking at SEA

a true legend indeed

another one bites the dust 😰

agree it's still overvalued

bullish on crypto 💪

😭

this is supremely cool

shopify taking leadership in this space!