The Ledger
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Mohnot: Mega-funds writing small seed checks make a strategic mistake
“If you're a multi-billion dollar fund, and you write a two million dollar check into, to a company, and you invested in the wrong company in the category, Like, you don't get a chance to write a two hundred fifty million dollar check into the right company. So…”
Mohnot: High tariffs are especially dangerous for Klarna's BNPL model
“Like the thing is these tariffs are especially, especially bad for Klarna, right? Like, It's consumer discretionary spend that you use BNPL on and consumer discretionary spend in a recession or with high tariffs, like goes, goes to the toilet.”