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I'm actually glad it didn't. Setting a date is near impossible in public markets ("markets can stay irrational longer than you can stay solvent" and all that), and more often than not hitting or missing a date can be attributable to luck.

It's not like the other is really giving investment advice (where timing is important), but moreso saying that, directionally, this is where he thinks a16z's bets will end up.



It’s so immensely easy to predict doom without a timeline, as everything ends.

It’s also completely useless, because everyone already knows everything ends.

Dates make stakes; without stakes, this prediction is nothing more than, “This to shall pass.”




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