Yeah, I get that perspective. Most projects screaming about changing the world are just money-burning machines.
Real talk—if I can make money, that's what matters.
The moat thing really does get overlooked; most people are just brainwashed.
Understanding the business logic beats any vision pitch.
Ha, another vegetable garden full of narrative-deceived retail investors.
Cash flow is the hard currency—forget about all that fluff.
Agreed, most of this "changing the world" stuff is really just changing retail investors' wallet balances.
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notSatoshi1971
· 01-09 06:52
正しいです。資金調達に多くの資金を投入するプロジェクトは本当に危険です
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GreenCandleCollector
· 01-07 03:50
Companies that fantasize about changing the world mostly die on the road of burning through funding during financing rounds.
That's reality for you—it all comes down to knowing how to make money.
Let's be honest, high margins and cash flow are what really matter. Everything else is bullshit.
Change the world? First, get your accounts in order and then we'll talk.
I'm amazed why people keep getting fooled by this "change the world" narrative.
Deep moats and stable profitability—that's what makes a good business. Everything else is just storytelling.
Most people can't tell the difference between investing and daydreaming.
A muddled business model and they're still out there raising funds to burn. What are they thinking?
At the end of the day, the ability to understand is the core competitive advantage in investing.
多くの人は世界を変えることができる企業に投資したいと思っているが、私は言いたい——その考えはかなり危険だ。
投資のロジックは実は非常にシンプル：継続的に利益を出せるビジネスを見つけること。良いビジネスとは何か？高い粗利、十分なキャッシュフロー、深い競争優位性、この3つの観点だ。
一方で、世界を変えると謳う企業はどうか？ビジネスモデルが曖昧で、資金調達は底の見えない穴のようにお金を燃やし、競合も多すぎる。こうした企業は本当に良い投資先とは言えない。
要するに、「世界を変えるかどうか」だけにこだわるのはあまり意味がない。本当に重要な基準は一つだけ：あなたはそのビジネスを本当に理解しているかどうかだ。理解できていないものは避け、理解できるものにだけ手を出す。正しい道を選ぶことは、世界を救うことよりもずっと重要だ。