Ed Elson
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Appearances Over Time
Podcast Appearances
And the driver who I was with, who takes people to and from the Swift concerts all the time is like, look to your left when we get out here, you're gonna see about 800 dads in cargo pants.
And I looked to the left and there's this gigantic terrace full of like guys in their 30s and 40s, all on their phones in cargo pants.
And he goes, it's dads waiting for their daughters.
They didn't want to spend the money.
You know, it's too expensive.
So they buy ticket.
I thought it was so nice.
It's too expensive.
I'm like, people don't, I thought to myself, these, you know, all these guys are such good men.
They come to the concert, they bring their 13 year old daughter, but they don't want to spend the money on a ticket.
So they wait outside for three hours.
and listen to the talking heads in REM or do whatever it is they do, and then wait for their daughter to come out because they don't want to spend that kind of money on a ticket.
Anyway, I found the most rewarding thing, hands down, was when people brought their young adult children.
I thought that was really affirming.
Well, I sort of made it.
I think that the big three coming up, I'll be interested to see if they're, I don't, this isn't a prediction.
I wouldn't be surprised if their pricing has to come down a bit, but I think the biggest first day pop or the biggest initial pop on the first trade is going to be Anthropic.
I think the momentum,
The RIS, so much about an IPO is the narrative versus the numbers.