I think it is underappreciated by many technologists how many technology companies are, often quietly, building vehicles which have cash flow profiles similar to asset backed securities. The economy structurally wants those assets and capita for them is extremely abundant.
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Replying to @patio11
You might be onto something here. Would there be an agreed upon way to price tech companies cash flows for securitization? Pricing methods seem to be fragmented now - i.e. early vs late stage, pricing based off fomo.
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Replying to @TheWenJie
I think the genius of this approach is that you *don't* have to price the company's cash flow. You have to price the cash flow of *a small, tractable subset of accounts.* The financial industry has Extremely Well Understood Prior Art on this problem.
8:53 PM - 30 Jan 2020
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