Interview with David Kim a.k.a. Scuttleblurb (2023 Edition: Exploration as a Service)
Liberty's Highlights
Is Carvana a Good Investment?
I looked at Carvana as an investment, but I ultimately put this in the too hard pile because I was scared of the leverage. But now I'm maybe thinking that, you know, disaster was maybe inevitable and just because the management team was just so aggressive. We often think about a large addressable market as like this unalloyed positive thing. But in the wrong hands, I feel like the bigger the Tam, the more rope you can give a company to hang itself. It doesn't really matter if you can't get to the finish line, right?
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