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Frank Rotman of QED Investors - Fintech Operator Turned Fintech Investor (EP.181)
Panic with Friends - Howard Lindzon
Separating Bubbles Megatrends Is Really Difficult
Businesses are about manufacturing something that people want and then selling it for more than it costs you to manufacture. Separating bubbles megatrends is really difficult. The art of building a business in stages has just been thrown out the window. It feels like it's not valued the way it was in the past. You have anti proof, basically telling you if you're on the wrong track,. And if you don't fix it, you don't build a business at all.
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