Internet Scale Businesses
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Internet Scale Businesses
All Revenue Is Not Created Equal: The Keys to the 10X Revenue Club - Above the CrowdAbove the Crowd | by Bill Gurley
economic moatabovethecrowd.com
What I try to look for, and I'll tell you how I look for these things, but I try to look for companies that are early and inevitable. This is the combination of words that I think about. Stripe did an amazing job of this.Their mission is to increase the GDP of the Internet. Cool. Most people probably believe it's inevitable, that the GDP of the Int... See more
Ravi Gupta • Focus
Maples: I think the tech business is just fundamentally characterized by—Darwin had a term for it in evolution, “punctuated equilibrium”—where the world is evolving a certain way and then bam, it changes completely and fundamentally. You can even see this in the fossil records. Where the fossils progress at a certain rate, and then bam, there is a
... See moreTarang Shah, Tarang Shah, Sheetal Shah • Venture Capitalists at Work: How VCs Identify and Build Billion-Dollar Successes
