Tobias Carlisle - A Modern Walter Schloss
The Business Brew
00:00
The New Rules of Growth for SaaS Companies
The last time I looked at AWS they were growing at like a 30 plus percent and doing unlevered returns on equity of like so returns on capital right of like like 28 29%. It's basically like a real estate business kind of right. Do you think that you almost have to throw away those old rules? That doesn't make sense to me.
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