Chapter
Analysis of company valuation and growth rates.
1:50:05 - 1:52:48 (02:42)
It is difficult for a company to have high margins and growth rates at the same time, and this should be taken into account for valuations. The previous company valuation was very expectation heavy.
Clips
The new valuation of a company is more reasonable but still high compared to companies with strong profitability and high growth rates.
1:50:05 - 1:51:41 (01:36)
Valuation
Summary
The new valuation of a company is more reasonable but still high compared to companies with strong profitability and high growth rates. It is challenging for companies to maintain both large margins and double-digit growth rates simultaneously.
ChapterAnalysis of company valuation and growth rates.
EpisodeE118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The hosts engage in playful banter and teasing, discussing voting history and engaging in verbal sparring.
1:51:41 - 1:52:48 (01:06)
Podcast banter
Summary
The hosts engage in playful banter and teasing, discussing voting history and engaging in verbal sparring.