366. 2023 Predictions P1: Web 3.0's Demise, The AI Hype Cycle, Will Elon get the Last Laugh at Twitter, and Should Anti-Trust Take a Bite out of Apple (Ramy Adeeb)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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Are You Swimming Without Shorts?
Alfred: A lot of companies are asking themselves a very hard question. Do I have a business or was my business so far truly a function of bending venture capital to create revenue that is not sustained? He says many VCs will update their LTV algorithms to base it on margin dollars instead of revenue. Alfred: You think the majority of the reckoning happens in in 23, but there's still some tech companies that can ride this out after austerity measures.
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