There's t v p i, and then there's the true measure. D p i stands for distribution per invested capital. ir r measures how fast are you sending the money back. internal rate of return is how fast do you deploy the capital? Amasa: "I think people are going to start measuring" public market equivalents.
Jason breaks down the 2 metrics he uses to to assess Robinhood's Q2 earnings (1:43) and Amazon entering Department Store retail (16:39). Then, Mark Suster from Upfront Ventures joins (24:07) to discuss venture metrics, community as a moat, why high valuations don't necessarily mean a bubble & more.