Answered raw tape
D 5 · C 4 · P 4 · Cm 4 4.30
Q Yeah, they either, they either think they're, they're doing a startup, and they should do this, or they think they're outside, and they're like, this is how bad startups are. Yeah, I don't think many startups are doing this, but if you've talked to VCs, is like quality of revenue coming up, revenue concentration, circular revenue deals, is any of that coming up these days?
A I think, I think investors deeply care about all those things, and good investors still do their due diligence when investing in companies. Um, especially when they're at a mid to later stage. Right. Um, but really like, where do you draw the line? Right. You, you see NVIDIA investing in a lot of Neo clouds that go buy their GPUs. Um, they help start these new, new clouds. And then you have, um, of course, like, uh, NVIDIA investing in, in AI labs that end up being like downstream consumers of these, of these, um, uh, these GPUs. And so like, I think in a, in a way, like, Yes. It's kind of like a revenue swap where you're investing in a company and then like, they're kind of like buying your product. Um, kind of like trading dollars. Um, but, um, so I think there's like, uh, in some places it makes sense in some certain context in the, if you're a founder though, any for the early stage founder, if you're just like going for this, you have to ask yourself like, okay, what am I really in this for? Like, am I here to like build a business and build a thing that people want? Or am I here to just like.
AI assessment note: “I think investors deeply care about all those things”
Answered raw tape
D 5 · C 4 · P 4 · Cm 4 4.30
Q Yeah, they either, they either think they're, they're doing a startup, and they should do this, or they think they're outside, and they're like, this is how bad startups are. Yeah, I don't think many startups are doing this, but if you've talked to VCs, is like quality of revenue coming up, revenue concentration, circular revenue deals, is any of that coming up these days?
A I think, I think investors deeply care about all those things, and good investors still do their due diligence when investing in companies. Um, especially when they're at a mid to later stage. Right. Um, but really like, where do you draw the line? Right. You, you see NVIDIA investing in a lot of Neo clouds that go buy their GPUs. Um, they help start these new, new clouds. And then you have, um, of course, like, uh, NVIDIA investing in, in AI labs that end up being like downstream consumers of these, of these, um, uh, these GPUs. And so like, I think in a, in a way, like, Yes. It's kind of like a revenue swap where you're investing in a company and then like, they're kind of like buying your product. Um, kind of like trading dollars. Um, but, um, so I think there's like, uh, in some places it makes sense in some certain context in the, if you're a founder though, any for the early stage founder, if you're just like going for this, you have to ask yourself like, okay, what am I really in this for? Like, am I here to like build a business and build a thing that people want? Or am I here to just like.
AI assessment note: “I think investors deeply care about all those things, and good investors still do”
