Square Capital Shopify Capital Stripe Capital Google Capital (GCP credits) Amazon Capital (AWS credits) Etc Etc Etc The Internet’s version of quantitative easing...
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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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Kraj razgovora
Novi razgovor -
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Disagree. Give me a million and I'll try to build a company. Give me a billion and I will build a luxury compound for important off sites in Bermuda. Or maybe a self driving car. Jane Jacobs had a great concept: gradual money vs cataclysmic money.
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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So long as the capital isn't cheap enough to promote unrestrained scaling at the risk to profitability and ultimate longevity of the platform
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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How can I invest in Chamath
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Hows that
$tsla call treating you? lol New jet money?Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Čini se da učitavanje traje već neko vrijeme.
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