
Clubhouse will create billions in value and capture none of it
Equity
00:00
Revolutionizing Revenue: The Future of ARR Trading
This chapter examines the growing trend of annual recurring revenue (ARR) as a tradable asset in the SaaS industry, comparing its potential risks and benefits to past financial crises. It discusses innovative models like Pipe that are reshaping venture capital by allowing companies to sell their revenues upfront, raising questions about company valuation and the necessity of traditional funding. Additionally, it highlights Harlem Capital's success in diversifying venture investments, emphasizing community and collaboration through initiatives like 'culture carry' for founders.
Play episode from 19:32
Transcript


