@pdamodaran · Long BB · The Analysts

VCs making oversized and overvalued bets, when the safety foundation platform layer is out there at 6.5B valuation , growing at 20%+ , profitable , printing cash, at 85% gross margin and already spread under the radar like mycellium . Oh and with an Nvidia stamp on it.

a16z@a16z

VC interest in robotics is surging Charts of the Week:

www.youtube.comHow Are QNX & NVIDIA Making Robots Safe to Work Alongside Humans?Winston Leung, Senior Strategic Alliances Manager at QNX, and Chen ...

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Since the call—

#112 of 176 rankedThe analyst's rank today

High · 0.98Confidence

Wed, Sep 30Tweeted

Thu, Oct 1 closeCounted from

not in the basket todayBasket

Rank per close

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Oct 1

#520

Oct 4

#514

Oct 5

#465

Oct 6

#392

Oct 7

#217

Oct 8

#105

Oct 11

#107

Oct 12

#81

Oct 13

#135

Oct 14

#171

Oct 15

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Oct 18

#112

Oct 19