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You realize, okay, we can be industry leaders, and then you realize the unit economics didn't work, and all of this growth is not a sustainable growth. I've seen this cycle multiple times. I've seen this happening in real estate tech, prop tech, with housing.com collapsing.

Ankur Sethi on VC10X · VC10X - The Consumer AI Opportunity Nobody Is Chasing ft....

“The unit economics didn't work, and then, you know, all of this growth is, not a sustainable growth.”

32:19 / 32:44

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you know, we can be industry leaders, and then you realize, okay. The unit economics didn't work, and then, you know, all of this growth is, not a sustainable growth. So I think that's that's a very critical factor that you and and this is also dependent on how market is evolving. And I've seen this cycle multiple times. I've seen this happening in real real estate tech, prop tech, you know, with housing.com

Why this clip

Strong cautionary tale with specific example (housing.com collapse). Shows pattern recognition from experienced operator. Good balance of insight and concrete example.

32:19 - 32:4424sConsequences

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