“Name some examples.” Slack and Zoom both had about 140% net revenue retention when they went public.
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lol he didn’t think “gee maybe only moving bits could be cheaper than atoms?”
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This is likely temporary, in historic terms. In the XVIII century, most newly-mechanized industries had similarly fantastic margins. I expect by 2050 the digital sector will likely look more “normal” - in some sectors this is already happening.
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You just blew my mind.
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And, given the current state of the world, is this a good thing?
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At a certain point, it feels a little bit gross, like the drag on the economy caused by excess financial profits.
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Working in tech, I never really understood why these HUGE ARR multipliers exist. Like
$UBER has a $60B market cap on maybe $12B in revenue and massive losses. As an investor, how do I ever make money on this business? -
It’s all speculation. You make money when the next set of speculators decide the per share price is worth more than you paid for it.
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