First pass model of what’s going to happen to the businesses. Two waves of existential risk: 1-6 months, for companies with comorbidities, then 18mo to 3y for businesses whose exit pivot model is bad. Tried to identify core activity for each of 4 phases, and 3 biz size regimes.pic.twitter.com/DqWXNYZJES
4:55 PM - 15 Apr 2020
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