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1) High valuations are arguably more dangerous to founders and employees than investors. No room for error. If Magic Leap – an impressive company - had not raised at such a high valuation, it would be in a much better position today.https://www.theverge.com/2019/12/6/20998796/magic-leap-two-ar-headset-prototype-layoffs-low-sales-sundar-pichai-board …
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1/ Consumer industry pros have remarked that there are more emerging CPG funds today (focus: <$15m revenue) than there were 5 years ago. While true, this has been part of a pattern that has existed for a few decades. Here is how it will evolve.
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