This is a super important investigative piece from @AntoineGara. Some fin-tech startups, particularly those in lending, are very tricky to execute & analyze. Any time you time-shift cash flows, it makes unit economics very difficult to analyze. I am sure @trengriffin can opine. https://t.co/vf6TJpRfoN
— Bill Gurley (@bgurley) December 20, 2019
from Twitter https://twitter.com/bgurley
December 20, 2019 at 12:47PM
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