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Jeff Richards of GGV Capital on Finding Growth in the Current Market Malaise (EP.253)
Panic with Friends - Howard Lindzon
The Rise of Software Companies in the Public Markets
The rise of SoftBank started in 16 and then it really took off in 19 and 20. The public markets are telling these companies, you've got to show us you can be profitable. And so maintaining those growth rates while also doing it in efficient ways is hard at scale. It doesn't get easier to become more efficient when you get bigger.
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