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E61: Rabois, Bartlett, Ryan, and Weinberg on AI, Gambling, and Healthcare

"Turpentine VC" | Venture Capital and Investing

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Scrutinizing Revenue Models and Valuations in Tech

In this chapter, the complexities of assessing a company's revenue model and its margin profile are scrutinized in light of rising costs and competitive challenges. The discussion highlights the significant capital requirements for model training and raises concerns regarding the sustainability of profit margins amidst competition from both major tech firms and the open-source sector.

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