Ev Williams

speaker

383 appearances 2 recordings 2 series first heard Jun 2026 last heard 18 Jun

Ev Williams’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 2.

Appearances

newest first · ▶ plays the moment

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: SpaceX Soars to $2.7TRN | Anthropic's Fable Banned by US Government | Wix and Adobe Hit All-Time Lows | Mistral Raising at $20BN and The Case for Sovereign Models | Fin Acquired by Salesforce for $3.6BN · 18 Jun 2026 podcast

I think that, you know, 4% float, call options coming online.

There's just so many like engineered things that are going to make the stock price go up over the next month.

including some of this index inclusion where there's more forced buying.

It's just there's no shares available.

There's a lot of forced buying.

There's a lot of retail activity.

It's going to be popular for people to be buying call options on this.

So I think it's going to still be worth a ton.

I still think it's going to trade really well.

But if I had to go over under, I'd go under from six months from now.

I mean, I think the one thing that people very much underestimate, I had a coming of age moment as a young value investor at the time.

I think every value investor has gone through this.

So I was in this value investing club in college where you basically, you know, you read Benjamin Graham and Howard Marks and think you're smarter than everyone else and buy things that like, you know, five times PE.

After college, I was still on that kick.

With all my college savings, I shorted Tesla.

And I feel like everyone has gone through this experience if they were a value investor at some point in their life where it was like, you know, you just, oh my God, Tesla, maybe it's not a fraud, but it's so overvalued.

It's an auto OEM, all these things.

I lost all my college savings shorting Tesla.

That was such an unbelievably valuable lesson for me in my life.

And I was able to rectify it years later, which many people aren't, but I was able to rectify it when I went to Kleiner Perkins, the very first investment I led in 2022 was actually SpaceX.

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