@shanepicker @matthewrcohn @jerallaire "Just look at microstrategy. "
Yes, look at them. The same scenario, obvious doubts about valuation at the time of funding. This is not about convertibles being bad. You are missing the entire point! Its about WHY convertibles are being used in the first place. Happy holidays!
@shanepicker@matthewrcohn@jerallaire“看看微观战略。”
是的，看看他们。同样的情况下，在融资时对估值有明显的怀疑。这并不是说敞篷车不好。你错过了全部要点！这是关于为什么敞篷车被放在首位。节日快乐！