debt
6 statements across 5 episodes · 2 bullish · 3 bearish · 5 people on the record · first statement Sep 30, 2021 by Keith Rabois · across every show →
Everything said about debt, oldest first
Sep 30, 2021 bullish
Mar 12, 2025 negative
Östberg: Delivery Hero should have raised equity over debt at $35B valuation
“If we would have known that we would have cut costs A lot faster earlier. We would have probably taken down risk a little bit. We would have saved as much money as we can. We probably would have raised equity instead of debt during the time when we thought tha…”
Apr 7, 2025 negative
Apr 7, 2025 positive
Garcia: Taking on massive debt saved Carvana from catastrophic equity dilution
“Had we raised equity in the same dollars at the same time that we took out debt we would have taken a lot more dilution than let's say that we just like raised equity today and paid it off just to like, you know, allow you to do that math. We would have taken …”
Jul 23, 2026 neutral
O'Driscoll: Heavy Structure and Excessive Debt Are Worse Than Two-Tranche Rounds
“And I will say they're silly, but they're not horrific. I mean, if you look at that versus other alternatives, like, you know, taking a high price but with a ton of structure, real structure, that's a worse mistake. If you look at it, you know, not raising mon…”