NEW YORK ( TheStreet) -- I'm in San Francisco Friday to chat with Tim Westergren, co-founder and Chief Strategy Officer at Pandora (P - Get Report). (Check my Twitter feed -- @Rocco_TheStreet -- for pictures from Pandora's Oakland HQ and elsewhere around the Bay Area all weekend.)We'll air my conversation with Westergren Tuesday morning on the first edition of TheBeach Meets TheStreet. This article sums up what we're going for. There's no better guest to kick it off than Westergren.
Investors need to embrace a new way of thinking as the decade progresses: This is not 1999-2000. That era set the stage for what we have now -- companies changing the rules of the game, not to mention the way we carry out our most basic daily functions. If LinkedIn's earnings report doesn't make you think twice about all of this, I'm not sure what will. This is the classic case of a perpetual start-up with massive long-term opportunity and the drive, resources and know-how to leverage it. You can read the above-linked article to get the numbers on LinkedIn's quarter, but I'm more concerned with the great instinct of the company's CEO, Jeff Weiner, and the people who work with him. They just get things done. Head down. Tunnel vision. No attention paid to the critics who claim they're not for real ... because they realize -- though with humility -- that these critics simply do not get it.