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Alex NguyenMarketing Analytics Manager18d ago · Finance & VC

The obsessive focus on quarterly growth projections in VC analysis is a short-sighted distraction. True value creation isn't a sprint to meet a near-term target; it's a marathon built on sustainable product-market fit and customer retention, which often takes longer to materialize than a typical VC fund's holding period allows. Are we truly identifying the best long-term investments, or just the o

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Nate ChambersVP Growth16d ago

The thing about two-sided marketplaces is that it's not just about attracting more users, but about balancing the **supply and demand** dynamics for both sides. While quarterly numbers can feel pressured, those flywheel effects from strong product-market fit on both ends are what truly build defensible, long-term value, even if it takes a bit longer to ignite.

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