The Art of Business
Analysis and Opinions on Business Models, Companies, and Psychology by @Timothyxchen
Eaze — A future Unicorn in the cutthroat on-demand space?
How Eaze is different from other on-demand playersHere’s why I think Eaze potentially could achieve $250mm revenues in the next 4–5 years. If then valued similar to a SaaS company, it could achieve ~4x sales (public equity multiples) or the coveted $1bn valuation. ¶ Legalization tailwinds drive growing market and timing ¶ Lower operational intensity + supplier network effect + proprietary onboarding tech for repeat customer base = moat and scale ¶ Can achieve ~$250M rev at ~20K deliveries/day; strong business model drive high future…
Tim ChenFeb 28
Why SoFi Will Win the Student Lending Game
Potential 10x yield on unicorn investing?So many people and VCs talk about hunting for the next unicorn. But what about the unicorn of unicorns? Uber was once valued in the low billions, and is now worth ~$68bn. Here’s my take on which unicorn could achieve another 10x growth in the next 4–5 years. ¶ SoFi is tackling $2.7T+ lending markets through social platform mechanics: ¶ $1.2T Student loan market broken with growing federal default rates ¶ SoFi funded $6B loans by targeting high-performing students & creating a social platform…Tim ChenFeb 28
The Art of Business
Analysis and Opinions on Business Models, Companies, and Psychology by @Timothyxchen
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