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A comment on Doordash and Pizza Arbitrage. Parent comment
Until WeWork really blew up, it wasn't too hard as an investor to keep up the impression that the track record of Softbank was good enough.
(That's not to say that you couldn't re-interpret the track record in a negative way, even before WeWork. But nothing really forced you to.)
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Until WeWork really blew up, it wasn't too hard as an investor to keep up the impression that the track record of Softbank was good enough.
(That's not to say that you couldn't re-interpret the track record in a negative way, even before WeWork. But nothing really forced you to.)