Post by Garry Tan on X
Garry Tan@garrytan
XCAC just went to close to zero for a ton of services that are suddenly essential (delivery, Ecommerce, logistics, food, telepresence)
Low CAC + High LTV = long term future cash flows driven by a macro shift in human behavior
Markets only starting to understand this
434 likes10 repliesPosted Mar 19, 2020