To Burn? Or Not To Burn?
Really appreciate the simple and clear-eyed breakdown of the assumptions you need to make to hit a 10x on a business like Earnesta. Highlights how considering a few simple variables can quickly shape your thinking around “what do I have to believe?”
Really good take, Kyle.
VCs are allocating money in founders, that are allocators themselfes.
Can you help me understand why "neither business really generates true ARR"?
Really appreciate the simple and clear-eyed breakdown of the assumptions you need to make to hit a 10x on a business like Earnesta. Highlights how considering a few simple variables can quickly shape your thinking around “what do I have to believe?”
Really good take, Kyle.
VCs are allocating money in founders, that are allocators themselfes.
Can you help me understand why "neither business really generates true ARR"?