Re:

Both longer discussions...

I would hold off on doing anything in Spotify at $5B. There is some upside (especially in an M&A scenario), but I'm not convinced it's a great risk/reward. Risks include: Apple launching new products here, record labels being tougher on contract renegotiations, etc.

Somewhat more bullish on Palantir, but I think there is no need to rush. We can discuss later in person.

On Oct 27, 2014, at 2:55 PM, "Jeffrey E." jeevacation@gmail.com wrote:

Im being offered 100 million of spotify at 5 b valuation? thoughts? palentir? thoughts?

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