Re:I cancelled my Replit subscription
by ethbr1 on Sunday November 19, 2023 @02:04PM
(#38336464)
Agreed. First was "Will your company fold in the next 6 months, now that you no longer have free money?"
Now it's likely more "What is your growth efficiency (dollar:growth) in a capital-constrained environment?"
And we're going to see more and more capital sucked back into debt service, as financing comes due and is reestablished. Which will snowball the terms for any companies which require capital infusion ASAP.
It'll be curious if the Berkshire Hathaway model of coupling low-growth, good cash-flow businesses to high-growth, bad cash-flow engines becomes dominantly competitive again.
Now it's likely more "What is your growth efficiency (dollar:growth) in a capital-constrained environment?"
And we're going to see more and more capital sucked back into debt service, as financing comes due and is reestablished. Which will snowball the terms for any companies which require capital infusion ASAP.
It'll be curious if the Berkshire Hathaway model of coupling low-growth, good cash-flow businesses to high-growth, bad cash-flow engines becomes dominantly competitive again.