Episode Details

Vlad Tenev - Navigating Robinhood's Evolution - [Invest Like the Best, EP.384]
8/13/2024
Invest Like the Best with Patrick O'Shaughnessy β†—

Key Insights

Bullish:

  • 🟒 $Robinhood - Discussing the potential of Robinhood's growth in financial services, crypto, AI, and overall market leadership.
    • β€œWe think we can be the beneficiary of that... All of your money should be in Robinhood. All of your financial transactions should go through us.” - Vlad (0:00)
    • β€œWe do. Yeah. I think there's 2 big technology trends that could affect financial services. 1 is crypto. The other is AI. And Robinhood will be a leader in both.” - Vlad (0:00)
    • β€œI think that with crypto, the short term thing that has happened and I think has led to maybe some sullying of the brand of crypto is that people see all the meme coin activity... But as the US tends to do, it will eventually catch up, and you will see crypto infrastructure getting more and more embedded into non token, non crypto native projects.” - Vlad (0:00)
    • β€œI think the whole space is gonna be disrupted, and I think AI will play a big role in that.” - Vlad (0:00)
    • β€œI think it's inevitable, and Robinhood can help drive that both on the product and technology side and the policy side because we want the US to be a leader here and for us to benefit from all this technology and not clutch our pearls because we are the market leader already in traditional finance.” - Vlad (0:00)
    • β€œI think the biggest thing is time. And particularly in our space, if you're handling someone's money, there's no getting around the fact that, time is important.” - Vlad (0:00)
    • β€œI think the whole space is gonna be disrupted, and I think AI will play a big role in that.” - Vlad (0:00)πŸ”’
    • β€œI think the whole space is gonna be disrupted, and I think AI will play a big role in that.” - Vlad (0:00)πŸ”’
    • β€œI think the whole space is gonna be disrupted, and I think AI will play a big role in that.” - Vlad (0:00)πŸ”’
    • β€œI think the whole space is gonna be disrupted, and I think AI will play a big role in that.” - Vlad (0:00)πŸ”’
    • β€œI think the whole space is gonna be disrupted, and I think AI will play a big role in that.” - Vlad (0:00)πŸ”’
    • β€œI think the whole space is gonna be disrupted, and I think AI will play a big role in that.” - Vlad (0:00)πŸ”’
    • β€œI think the whole space is gonna be disrupted, and I think AI will play a big role in that.” - Vlad (0:00)πŸ”’
    • β€œI think the whole space is gonna be disrupted, and I think AI will play a big role in that.” - Vlad (0:00)πŸ”’
  • 🟒 $Robinhood Gold - πŸ”’
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