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> can sustain an unsustainable business model much longer What is the data you have to back that any of these business are unsustainable: Uber, Guardant Health
by marc__1 6y ago
> can sustain an unsustainable business model much longer
What is the data you have to back that any of these business are unsustainable: Uber, Guardant Health, Doordash, 10X Genomics, Slack, Opendoor, Seer, Beike?
I don't and the broader market neither. If you do, shorting is a great strategy to give you an outsize payoff
- boringg 6y agoUnsustainable was the wrong word. Correction -->. "can sustain a higher cash burn for longer before getting to revenue positive"
- nmfisher 6y agoLast I checked, Uber, DoorDash and Slack weren’t profitable (and I don’t know about the others). Doesn’t that mean there’s some truth to that comment?