The business story of the month is WeWork’s meltdown. The bigger story will be SoftBank’s Vision Funds impairment.

Value is a function of growth and margins.

Many/most of today’s unicorns have deployed massive capital to achieve the former while not demonstrating the patience or skill to achieve the latter.#nomercynomalice #Compass #OYO #Opendoort.co/2idIyz9swn

— Scott Galloway (@profgalloway) October 13, 2019

There were some errors in the SoftBank investor presentation, so I went ahead and fixed them. pic.twitter.com/3HaN7pm46i

— Daniel Zarchan (@dzarchan) October 13, 2019