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aspenmartin 2 hours ago

OK, so when S-1 comes out you will finally allow yourself to be wrong? Your prior is, a 1T company plans to IPO and their leader has been loudly committing an insane amount of fraud? I mean this of course is possible but that is quite the conspiracy. The scrutiny of an IPO would be a crazy thing to do if you were committing fraud at the scale you're suggesting.

Revenue is not profit yet the discussion in this particular thread is about revenue.

hansmayer an hour ago | parent [-]

> 1T company plans to IPO and their leader has been loudly committing an insane amount of fraud?

Ever heard of Enron, Theranos, SBX ? They were all hiding in plain sight - who could've thought they were frauds?

aspenmartin an hour ago | parent [-]

That’s why I said it’s possible but it’s a very improbable and weird prior assumption to make

hansmayer 28 minutes ago | parent [-]

> weird prior assumption to make

No, at this level of capital involved, and so much opacity around the company financials, it's a perfectly reasonable assumption.