Pando plays Fantasy Unicorn: The Final!

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There are only two companies that can possibly win Fantasy Unicorn.

Last week, I showed Pando readers my inner calculations as I filled out the first two rounds of CB Insights’ amazing March Madness style bracket to agree on the world’s most undervalued unicorn. As its readers are voting on round three, I decided to complete the whole damn thing and crown the winner before CB Insights has a chance.

As the field winnows down, it becomes a battle of promise vs. existing dominance that may be a tad overvalued. The calls aren’t easy. But my ultimate winners made me feel slightly less hopeless about the state of the Valley. They aren’t just undervalued unicorns. They are truly unique companies that deserve the silly mythical title, tainted as it may have forever become.

Round three: The sweet sixteen. As a reminder, this is based on upside considering current price…

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Breaking: Chesky plays it safe!

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“Hi Tim, Dan Raile from PandoDaily. Nice to meet you. You’re about to go interview Brian Chesky, and I was wondering if you’re planning to ask him about…”

These were the words I was able to share with Tim O’Reilly in the lobby of the downtown Oakland Marriott Thursday morning, at the annual Code for America Summit, before the esteemed publisher looked at the screen of his iPhone, hypothetically asked aloud “shoot, what time is it? I have to be on,” and jogged the remaining 60 feet to the door of hotel’s main ballroom, disappearing from my sight. Twenty-six minutes later he took an onstage chair next to the Airbnb CEO. There are so many things one can do with an iPhone.

In any event, the answer to nearly any question I might have finished asking would have been: no…

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