#Coinbase vs Bloomberg vs Rippling vs Plaid vs Pinterest vs Snapchat

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quasi spade
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plaid

past star
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LOL offer spread

hushed flax
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think plaid asw

past star
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Growth = Coinbase > Snapchat > Pinterest=Plaid=Rippling > Bloomberg

hushed flax
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snapchat is dying no?

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prolly a rlly bad place to be

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ig OP maybe doesn't care ab ro

past star
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Good growth though

hushed flax
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yea i think i agree w/ unbiased on coin being top for growth

past star
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Idt plaid will ever IPO

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So might be biased on that part

hushed flax
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i think plaid has highest res val

heavy basin
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plaid is cooked

hushed flax
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growth and tc are like two diff things so depends on how you prioritize these

heavy basin
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didnt their valuation drop 50%

past star
hushed flax
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lol

past star
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Yes

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Yes

heavy basin
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didnt ramp 4x in the last year

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and stripe is at $100b

past star
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They have stayed stagnant

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For 5 years

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Ramp might be overvalued

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Especially after Brex

hushed flax
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and now it's back

heavy basin
past star
sturdy bolt
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it regurgitates that ramp was taking all of brex market share

past star
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Less competititon

sturdy bolt
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but they did raise very overvalued last year

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they were literally raising for valuation they didn’t need the capital

heavy basin
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which means theyll regain all their market share

hushed flax
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do u care at all ab stability, bc coin is not stable

sturdy bolt
past star
vague solar
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is snap MLE

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or any of them?

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coin prolly >> then

hushed flax
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wb ro?

vague solar
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this is acc very hard tho

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these are fairly similar tier companies overall

hushed flax
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idk snap ro is prolly cooked given the company is dying

vague solar
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if growth i think that gives boost to coin and rippling here

sturdy bolt
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pretty sure snap ro was rough last yr

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isn’t coinbase fairly low too

wise ravine
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@prisma mesa which team did u get pin offer for? mobile eng?

hushed flax
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i think coin is just your best option here

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i think for sure fade snap, rippling, and bb

heavy basin
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doesnt Pinterest get glazed like crazy here usually

sturdy bolt
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i agree with cb

hushed flax
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it's really good for mle afaik

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but for swe idt it's allat

quasi spade
heavy basin
sturdy bolt
heavy basin
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but their financials seem fine

sturdy bolt
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their stock is down like 40% past 6 months

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and s&p is highest it’s ever been

heavy basin
sturdy bolt
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they just made plans to layoff hella engineers

quasi spade
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what world do u live in

sturdy bolt
heavy basin
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sometimes yeah

quasi spade
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stock price directly correlates with company health

sturdy bolt
heavy basin
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I mean robinhood went down 80% from IPO to 2023 and look at them now

vague solar
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(idc abt r/o)

sturdy bolt
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they missed on EPS by 10% the past 4 quarters idk i feel like that’s the biggest indicator of finances

heavy basin
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and they are profitable

hushed flax
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this is pin

heavy basin
past star
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Stock price == Financials

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Directly

heavy basin
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stock price is speculation

sturdy bolt
past star
heavy basin
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^

hushed flax
heavy basin
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snapchat is unprofitable

sturdy bolt
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def context dependent like fed rates etc

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but i haven’t seen any aggressive hiring from pinterest

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they’ve slowly been increasing employee count and randomly announce 15% layoffs from concerns with AI or whatever

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a little bit scary imo

ebon kernel
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joining plaid after the down round is a good thing not a bad thing, also they have the fastest growth out of all because they follow meta leveling structure

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but coinbase is probably a better choice here

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1 year fast?

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okay then cb is obv choice here

high laurel
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I’m inc Pinterest swe intern

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I’d go coinbase here tho

potent lagoon
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These are all the same tier (except Bloomberg) I’d choose based on team work and manager

native salmon
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Plaid

iron hatch
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SNAP or COINB

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MAYBE SNAP MLE