Greatest Hits: Investing in Marketplaces with Sarah Tavel and Nabeel Hyatt
Village Global Podcast
00:00
Scale With Out Liquidity - How Should We Think About Profitability?
I think rumors of the lack of profitability of most of these scaled markes or market places are actually greatly exaggerated. And i think you'll see it now, lift beat their expectations. They said they're gong to be a profitable faster than they originally projected. It looks like the market has decided, the public markets have decided, that they don't want to pay for growth. There's ways to grow badly, and we can talk about when companies have overspent,. When they don't understand the u economics of their business. But by and large, unlike the late nineties, most of these companies, despite the a sniping on twitter, actually have a decent handle of their
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