Join 📚 Santhosh's Highlights
A batch of the best highlights from what Santhosh 🇮🇳's read, .
the ability to create recurring revenue, direct relationships with customers, and evidence that companies can extract greater revenue from the same clients over time.
Why Venture Capitalists Are Betting on Marketing Tech Over Ad Tech
wsj.com
The stock market falls, the boss loses his savings, he lays people off, those people default on their mortgage, and the bank goes under. When banks fail, people lose their savings. When they lose their savings they stop spending. When they stop spending, businesses fail. When businesses fail, banks fail. When banks fail people lose their savings – and so on endlessly.
Same as It Ever Was
collaborativefund.com
The venture capital asset class does not scale. You cannot invest $25bn per year and generate the kinds of returns investors seek from the asset class. If $100bn per year in exits is a steady state number, then we need to work back from that and determine how much the asset class can manage.
The Venture Capital Math Problem
Fred Wilson
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