https://luttig.substack.com/p/rippling
Makes a great case that adherence to satisfying wall street w saas metrics is ironically keeping many companies from being overly ambitious.
I think bezos was ambitious….amazon always became more. I think jensen huang of nvidia is ambitious, pushing nvidia into dc and av markets and not settling to be a gaming company. Jeff green of ttd and his $1T tam…maybe.
Could this describe Cloudflare? Perhaps.
Bezos didnt care if you disliked the lack of profits. Musk might be part showman, but his rockets do fly and i see more and more teslas on the road.
So are you invested in the best companies or just the best metrics? Which makes you more money in the end?
Interesting concept.
Dreamer