The Negative Unit Economics and Drive Growth Trend

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The negative unit economics and drive growth trend was a big one for the last eight years. Do you think that as a strategy, assuming capital availability, negative unit onom todrive growth, is a reasonable strategy? It all depends on whether you can rain it back in or not. I suspect there's an asset value there. And whether that can match up with what someone can afford to pay, we but i think we got wll got a rout a bill.

This conversation was recorded LIVE at the All-In Summit in Miami and included slides. To watch on YouTube, check out our All-In Summit playlist: https://bit.ly/aisytplaylist

0:00 Bill Gurley & Brad Gerstner break down the state and historical significance of 2022's market downturn

12:27 How VCs will handle capital commitments from LPs, underwriting startups in the new reality

24:14 Bull run mistakes, why VCs don't underwrite lower valuations, handling distributions

33:52 Gurley's take on WeCrashed & Super Pumped TV series, how sophisticated investors got "gaslit" by the market, influx of capital creating consumer-surplus businesses

47:54 Brad predicts the market for next year, Bill gives post-Benchmark plans

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