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#AIS: Bestie AMA with Valor's Antonio Gracias
All-In with Chamath, Jason, Sacks & Friedberg
Are You Backing a Deeptext Start Up?
Antonio: We have passed on things that are aor view going to have margins that are ultimate compated to a low, low level. And in an of many business you're ultimaty gingto have margin competition. That's going to make it that return on capital goes down to basic industrial margins. You knowick, it won't be that much better than boe garo i se or air bus zaro i c, because those will be ultimate competitors. These are enormously fundamental principles when you're running a business,. especially in a moment like this.
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