Chapter
The Truth About Growing Infinitely Forever
52:20 - 1:00:06 (07:46)
The best businesses in the world after 15 to 20 years are barely growing at 20%, so it is unrealistic to think that any company can grow infinitely forever. Even VCs won't fund a company that burns more than they earn.
Clips
The speaker explains how selling ahead of customers to fund a business is a sustainable model and dismisses the argument of unprofitable growth as a product of fake newsfund dynamics and big VC firms.
52:20 - 55:20 (03:00)
Summary
The speaker explains how selling ahead of customers to fund a business is a sustainable model and dismisses the argument of unprofitable growth as a product of fake newsfund dynamics and big VC firms.
ChapterThe Truth About Growing Infinitely Forever
EpisodeE62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
This podcast discusses the importance for SaaS companies to be frugal during a downturn, and to sharpen the pencil and get more efficient about their burn in order to be successful.
55:20 - 57:44 (02:23)
Summary
This podcast discusses the importance for SaaS companies to be frugal during a downturn, and to sharpen the pencil and get more efficient about their burn in order to be successful.
ChapterThe Truth About Growing Infinitely Forever
EpisodeE62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The 2008 financial crisis was a challenge for startups, many of which had to go through down rounds and multiple liquidation preferences.
57:44 - 58:13 (00:29)
Summary
The 2008 financial crisis was a challenge for startups, many of which had to go through down rounds and multiple liquidation preferences. A third of startups did not make it through.
ChapterThe Truth About Growing Infinitely Forever
EpisodeE62: Elizabeth Holmes verdict, fraud origins & takeaways, navigating "The Great Markdown" & more
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
There is an unsustainability to the idea of infinite growth, even for some of the best businesses in the world, whose growth rates after 15 or 20 years are barely at 20%.
58:13 - 1:00:06 (01:52)
Summary
There is an unsustainability to the idea of infinite growth, even for some of the best businesses in the world, whose growth rates after 15 or 20 years are barely at 20%. Many people refuse to face this reality and it is up to investors to determine what kind of growth they are willing to finance.