capital intensity
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 23, 2026 by Sean Warrington · across every show →
Everything said about capital intensity, oldest first
Feb 23, 2026 bearish
Warrington: Gresham Partners avoids capital-intensive venture sectors due to weak historical returns
“We're not going to fully buy into that view and we'll make the exceptions where we think they're deserved to be made, but we're not going to broadly focus on capital intensive areas. Because historically, those haven't put out the venture scale returns we want…”