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Kyle Vogt
kvogt
1/ Today @Cruise announced over $2 billion of new funding from Microsoft, GM, Honda, and some great institutional investors.The vanity metric: $30 billion post-money valuationThe real metric: 0 million customersWait…
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1/ Interesting thing happening in the LIDAR industry right now. 5+ companies will soon or have SPAC'd. Their value is based on *projected* revenue that comes from *entirely overlapping* potential
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