heymarket
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the cyclical economy and consumer
Digesting content from EPB research Changes in the economy stem from a few select categories that contribute to GDP. EPB argues that these three components are the most sensitive to change and other areas of the economy tend to be more sticky/stable. Durable Goods Consumption Residential Investment Business Equipment Investment The consumer spend patterns worth keeping an eye on are just durab…
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weekly snippets #1
Metrics https://www.thetwentyminutevc.com/everett-randle - Ev makes some good points around performance measurement in the AI era. COGs: The common frame from SaaS era investing is to see companies with high gross margins of c.80% as an indicator of health. AI companies are seeing much lower GM % (c.50% or less) as the inference spend is still high on a relative basis. Doesn’t mean it’s a bad bus…
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My first post
hello world