Chapter
Negative Unit Economics as a Growth Strategy
40:20 - 47:34 (07:14)
Is employing negative unit economics as a growth strategy and relying on consumer surplus businesses to become profitable a reasonable tactic? This is a question that needs to be explored as some startups are taking advantage of this trend.
Clips
The market is struggling with the impact of inflation, which is making it harder to identify the winners and losers.
40:20 - 42:07 (01:46)
Summary
The market is struggling with the impact of inflation, which is making it harder to identify the winners and losers. Meanwhile, Facebook's CEO sees the success of the company as a pivotal moment in its history.
ChapterNegative Unit Economics as a Growth Strategy
EpisodeE81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The strategy of negative unit economics to drive growth, which means offering subsidized products and services in order to gain market share, has been a prominent trend for the past eight years, but people are starting to think about unit economics in a more reasonable way.
42:07 - 46:01 (03:54)
Summary
The strategy of negative unit economics to drive growth, which means offering subsidized products and services in order to gain market share, has been a prominent trend for the past eight years, but people are starting to think about unit economics in a more reasonable way.
ChapterNegative Unit Economics as a Growth Strategy
EpisodeE81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
Instacart's high valuation, coupled with concerns around advertising, have raised questions about the company's future, with some speculating that its 40-billion-dollar valuation could be reset to 24 billion.
46:01 - 47:34 (01:33)
Summary
Instacart's high valuation, coupled with concerns around advertising, have raised questions about the company's future, with some speculating that its 40-billion-dollar valuation could be reset to 24 billion.