capital markets
1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 8, 2024 by Alex Lieberman · across every show →
Everything said about capital markets, oldest first
Mar 8, 2024 bullish
Lieberman: Software companies have fundamentally superior average unit economics
“But overall, it's been proven that software businesses are fundamentally better businesses on average from a unit economics perspective, and even today, like in 1999 and 2011, There are just bad software businesses, just like there are bad media businesses, pr…”