I’m not against big exits / valuations and showing the numbers. But… what would have added a bit of interest would have been real metrics. For example I believe AirBnB has 2 billion guest nights. Showing that instead of the ipo value is more impressive to people who want to deliver value rather than capture value.
Real world metrics would feel slightly more on brand than valuations
It is all be public records. The source of the original data is the court system. If a 3rd party physically scrapped it from the court system, others should be able to digitally scrape it.
I disagree. But more importantly, it doesnt matter.
We cant invest and dont have enough information to assess whether it is a ponzi scheme or not.
Its possible that this one fund has generated excessive outperformance with low volatility, but we should start by assuming it didnt, then prove otherwise
Real world metrics would feel slightly more on brand than valuations