Ridesharing IPOs and $850M for Luckin, Plaid and Zymergen

This week we had the regular crew back together which was good fun. Connie took point, we had Danny mic'd up in New York, and I was onsite to help the crew natter along with Bubba Murarka, a former VC and founder who now cuts checks on his own.

Thematically, this was a week of mega rounds so we had little choice but to go over more than a few. And Uber is out there doing its IPO thing. So, we started with cars and pivoted into rounds.