Many companies founded in 1998-2000 were not real businesses in that they had users and eyeballs but no path to profitability; real businesses must eventually generate free cash flow, and eyeballs alone do not constitute a business.

causalpending

Speaker

Alfred Lin

Evidence Quote

they were not real businesses they had lots of eyeballs they had lots of users um but that's not really enough

Source

Sequoia VC Reveals: The One Trait That Built Airbnb, DoorDash & ZapposThe Knowledge Project Podcast
Created: 8/11/2026, 1:30:28 AM

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