invertY

CN has already penetrated Western markets.

Do you expect the Martian Axioms to help you?

Look: you just got slammed with ~10 mil unemployment in the USA. Call it 10% of workforce. Most developed countries are now running at 15-30% and it's about to get worse.

Entire industries are pretty much relying on bailouts or they fold (leisure, air (non-freight), cruise, hospitality, restaurants) and the people who own the real estate (or lend it out, Reits / Mortgages) are going to get hit by their tenants / clients being unable to pay.

You're not in the "ramp to land" scenario - you're in "this VC is going to look at the contract and claw back the largest % of capital they can, in the next 4 weeks, due to margin calls and other commitments".

Anyhow: no-one will read this, but it's fair warning to you guys. You're about to get frack'd, hard.

You cannot disrupt a market if the market itself ceases to exist. This is basic stuff.

A whole load of VC stuff relies upon the larger market to predate, has stupidly vapid IPO targets (which the actual big boys, Central Banks, are now culling off, since their actual liquidity stuff like Reits etc are crashing) and basically 100% worthless business models.

"Juicer" or whatever it was?

Go look up what Glencore is doing (20% emerging markets just disappeared) and get back to this thread and start figuring out an exit.

No-one in this thread seems to note this: try finding some ex-Soviet citizens who lived through 89-96 and ask them some serious questions.

~

Seriously: I was told HN was were the semi-smart tech people hung out.

It's like WeWork in here.

Ctrl+F "Ecology"

Ctrl+F "CMBS"

Ctrl+F "Reits"

Ctrl+F "Repo"

Oh, wow.

You guys are totes not ready for the next stuff.