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E81: All-In Summit: Bill Gurley & Brad Gerstner on markets, downturns & investment cycles
All-In with Chamath, Jason, Sacks & Friedberg
The Negative Unit Economics and Drive Growth Trend
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.
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