Robinhood Investor: Why Most Fast Decisions Are Wrong

7 May 2026 · 1 min

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In this monologue, the speaker reflects on the tendency to make rapid, FOMO‑driven decisions in the startup and investing world and argues that such fast decisions are usually wrong. He emphasizes a long‑term, compounding mindset, reminding himself and the audience that early fundraising rounds and headline‑grabbing growth are less important than sustained value creation over many years. Using Robinhood as a concrete illustration, he notes that while the company generated roughly $9 billion in enterprise value over its first nine years, the bulk of its value—about $100 billion—was created in the subsequent 2.5 years, underscoring that the majority of value often emerges in the later stages of a business’s life, even in the AI era.

Chapters

Yeah, we have made fast decisions, and most of the time they were the wrong ones. And so, despite the market pushing me there, I kind of remain steadfast in reminding myself that this business is a very long-term oriented business. You guys might all feel this as well. I feel this, like when you read Twitter, you get FOMO that the world's moving so fast, and this person's raising this much, and this person's raising this much money, and I always remind myself that like, that shit doesn't matter. And if you look at the vast majority of company history, which I still think will be true in the AI era, the vast majority of value creation happens in the outer years of compounding. Like Robinhood's a really good example. We created technically $9 billion in enterprise value in roughly 9 years, or as marked by VCs, but $9 billion. In the next 2.5 years, we went from $9 billion to $110 billion. $100 billion of value roughly created in the last 2.5 years.