GDP shock: Venture Capital's government bailout begins
nextwave.partners
GDP shock: Venture Capital's government bailout begins
1–10 of 23 posts
Re: GDP shock: Venture Capital's government bailout begins
#2Unable to generate returns that attract private investment, they now seek capital that can't walk away
The grift begins.
Re: GDP shock: Venture Capital's government bailout begins
#3I really dont understand why this article is waxing about long term economic-philospohical trends when the gdp decline is clearly due to tariffs. Like this is not a pattern, its bad government policy that did not have any guarantee of happening.
Re: GDP shock: Venture Capital's government bailout begins
#4"A new innovation model emerges where political connections matter more than business fundamentals."
There's nothing new about this business model. It's just shocking that anyone thinks this will produce better results.
Re: GDP shock: Venture Capital's government bailout begins
#5[deleted]
Re: GDP shock: Venture Capital's government bailout begins
#6Unable to generate returns that attract private investment, they now seek capital that can't walk away The grift begins.
The grift began a while ago - when "startups" like SpaceX started using EBITBDA to claim profitability on starlink. But the depreciation costs of LEO are substantial, and starlink satellites have an empirical MTBF of ~5.5 years.
And at a depreciation rate of 15-20%, that "D" term starts to get pretty expensive, pretty darn quick.
Re: GDP shock: Venture Capital's government bailout begins
#7Unable to generate returns that attract private investment, they now seek capital that can't walk away The grift begins.
The grift began a while ago - when "startups" like SpaceX started using EBITBDA to claim profitability on starlink. But the depreciation costs of LEO are substantial, and starlink satellites have an empirical MTBF of ~5.5 years. And at a depreciation rate of 15-20%, that "D" term starts to get pretty expensive, pretty darn quick.
I'm not knowledgeable on this, could you tell me more about what it means about ebitbda used to claim profitability?
Re: GDP shock: Venture Capital's government bailout begins
#8Prompt: write a long rant on US VCs aligning/hunting alpha in Trumps America
Re: GDP shock: Venture Capital's government bailout begins
#9Unable to generate returns that attract private investment, they now seek capital that can't walk away The grift begins.
The grift began a while ago - when "startups" like SpaceX started using EBITBDA to claim profitability on starlink. But the depreciation costs of LEO are substantial, and starlink satellites have an empirical MTBF of ~5.5 years. And at a depreciation rate of 15-20%, that "D" term starts to get pretty expensive, pretty darn quick.
> and starlink satellites have an empirical MTBF of ~5.5 years
Where did you get that data from? As I recall reading they’re meant to last a lot longer but if left alone would fall and burn up within 5 years. Is that what you’re talking about?
Re: GDP shock: Venture Capital's government bailout begins
#10I really dont understand why this article is waxing about long term economic-philospohical trends when the gdp decline is clearly due to tariffs. Like this is not a pattern, its bad government policy that did not have any guarantee of happening.
Tariffs have a huge hand in it, but the government shuttering large amounts of programs and firings is also GDP declining.