Sublime

感谢 X 友分享的这篇文章，在投资之前你应该先调研清楚 https://t.co/bpC4Uwf9eT... See more

Debt is going to finally come to the tech industry. We can hate it, we can criticize it, we can raise the alarm about how dangerous debt is to the VC model we’ve honed to perfection over decades. Or we can see this moment for what it is: a turning point into a new deployment period for software and the internet.

What’s most impressive is that Netflix has increased prices many times in the last decade, on the order of ~10% each time, with little evidence of increased churn.

-Scarcity? Let’s see: how many opportunities do you get to invest with your favorite podcaster? Right.