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Jai Das

Highlights

Oct 3 · twitter

How much capital a company needs to get to cash flow breakeven is a very important metric since ultimately companies are valued at how much cash they generate long term. Microsoft was cash flow breakeven from Day One and Google only needed $25m.

Sep 12 · linkedin

Only 9 companies are generating $100M or more in annual generative AI revenue. ICYMI- Our market memo dives into the data linked below. Thanks for sharing @tanayj.

Read our market memo:

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