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> can sustain an unsustainable business model much longer

What is the data you have to back that any of these business are unsustainable: Uber, Guardant Health, Doordash, 10X Genomics, Slack, Opendoor, Seer, Beike?

I don't and the broader market neither. If you do, shorting is a great strategy to give you an outsize payoff

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Unsustainable was the wrong word. Correction -->. "can sustain a higher cash burn for longer before getting to revenue positive"

Last I checked, Uber, DoorDash and Slack weren’t profitable (and I don’t know about the others).

Doesn’t that mean there’s some truth to that comment?

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