Exasperated Exuberance : vimarsana.com
Exasperated Exuberance
Margins by Ranjan Roy and Can Duruk
It was quite something to watch this moment:
Even Brian Chesky seems flummoxed. You can almost see him making a wealth calculation in his head, and full credit he handles it masterfully, but my god, what a crazy moment we’re in.
On Wednesday, I took part in a panel covering the Doordash S-1 + IPO, organized by Mario Gabriele (definitely check out his publication The Generalist). There were a bunch of very smart people digging into the economics and future of DoorDash in a very analytical, rational way. It was a follow-up to a written analysis you can read here.
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