...lowering the cost of capital is a great way to super charge growth of your platform and create the necessary boundary conditions for lock-in...
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So who are the winners: First and foremost: The platforms that provide the most flexible and fastest pools of capital to those who need it Second: the companies who take advantage of it to grow in new, non-dilutive ways
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Who loses? 1) lenders (traditional banks) get crunched on their ability to arb the vig because borrowers of record (stripe, square etc) shop their deals relentlessly 2) LPs because VCs pay more for less because the companies they invest in have grown faster on less capital
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The tide will only change when real rates go up...so in the meantime, until you see rates actually going up, I’d be long these new capital providers as they should grow at superior rates to the market.
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Thanks nick.
- Još 3 druga odgovora
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+ Toast Capital
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Flexible capital + the network or tools to help the borrower succeed.
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If this done perfectly, it will be last company ever.
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Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Čini se da učitavanje traje već neko vrijeme.
Twitter je možda preopterećen ili ima kratkotrajnih poteškoća u radu. Pokušajte ponovno ili potražite dodatne informacije u odjeljku Status Twittera.
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