E162: Live from Davos! Milei goes viral, Adam Neumann's headwinds, streaming's broken model, microplastics & more
All-In with Chamath, Jason, Sacks & Friedberg
Navigating Tech Investments and Profitability
In this chapter, the speaker reflects on past investment mistakes tied to misunderstandings of business categories, emphasizing the nuances between true tech companies and tech-enabled ones. The discussion delves into the complexities of profitability metrics, contrasting asset-heavy and asset-light businesses, and underscores the importance of recognizing real profit margins. Examples from various industries illustrate the critical need for investors to adapt their expectations based on the nature of the businesses they are evaluating.
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