Jason Bakrate: Four measures that matter and venture. The first is called moik, multiple invested capital. Got some people to call that gross returns. That's a two x moik mulso on invested capital,. Cash on cash, basically cash on cash. Now the thing that l p care more about is t v b t v p i, total value per invested capital.
Jason breaks down the 2 metrics he uses to to assess Robinhood's Q2 earnings (1:43) and Amazon entering Department Store retail (16:39). Then, Mark Suster from Upfront Ventures joins (24:07) to discuss venture metrics, community as a moat, why high valuations don't necessarily mean a bubble & more.