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The Bet
The Compound and Friends
The Problem With Alibaba's Model
There was a thought that there was an arbitrage between the private markets and the public markets/nThe Vision Fund was able to capture an upmarked $60-70 billion in two years/nThe idea was to overfund the startup to dominate a market faster than competitors/nThe model had problems but it wasn't irrational to attempt/nAlternatives offer opportunities that public markets won't normally see
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