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VC and the marginal-dollar problem

52 点作者 top256超过 7 年前

2 条评论

thisisit超过 7 年前
Isn&#x27;t this an &quot;all sides&quot; problem? This article tends to use the term &quot;toxic VC&quot; but forgets one thing - VCs are generalist and not specialist every startup&#x27;s problem and market. They rely a lot on data provided by the startups.<p>Many startups, if not all, oversell themselves. Maybe it is for the fear of not getting a funding. What follows is a fat check and pressure to grow.<p>There is one thing I wish people learn from this article but in a different way.<p>&gt; After this fundraise, everyone at Fuego agrees to hit the gas, hard. Burn rates jump from $200,000 a month to more than $1 million per month. Experiments that previously were returning $1.50 over time for every dollar invested start to return $1 as money is pumped into scale, but everyone agrees that’s okay. It just means that the customer pays back the cost of acquisition more slowly.<p>The difference being...Not everything scales. Sometimes you feel you have a &quot;huge&quot; market but the novelty of things will never scale. It is not a VC problem rather market research problem.
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jakozaur超过 7 年前
The VC money is a rocket fuel. It may take you to the moon, but you can also burn in flames.<p>Everybody wants to be or invest in next Uber, but a lot of business models got limited scalability. Maybe we should learn to appreciate also business that do few mln ARR and they do just fine.