TEK2day

Operating at the Intersection of Technology and the Capital Markets

    Tag: Carvana

    • AI and Equity Dilution During Bubble Times

      Microsoft (ticker: MSFT) added $116 billion to its market cap yesterday as it announced that MSFT 365 users would be required to pay an additional $30 per month to use the AI-enhanced version of its productivity apps – Copilot. We wrote about Copilot back in March (HERE). Yes, AI-enhanced productivity applications by Microsoft and Google…

    • VC Culture Ruins Companies

      The grow-at-all-costs venture capital culture of the past 20-plus years ruins companies. How? Far too much focus is placed on revenue growth at the expense of sound operations and profitability. Too many venture-backed companies grow at a pace that far outstrips those companies’ ability to scale operations in a manner that supports growth. The result…