EFTA00664427.pdf

From: Peter Thiel <a To: jeffrey E. <jeevacation@gmail.com> Subject: Re: Date: Mon, 27 Oct 2014 22:03:26 +0000 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." leevacation@gmail.conailto:jeevacation@gmail.com>> wrote: Im being offered 100 million of spotify at 5 b valuation? thoughts? palentir? thoughts? please note The information contained in this communication is confidential, may be attorney-client privileged, may constitute inside information, and is intended only for the use of the addressee. It is the property of JEE Unauthorized use, disclosure or copying of this communication or any part thereof is strictly prohibited and may be unlawful. If you have received this communication in error, please notify us immediately by return e-mail or by e-mail to jeevacation®gmail.conailto:jeevacation®gmail.com>, and destroy this communication and all copies thereof, including all attachments. copyright -all rights reserved EFTA00664427