Junead Khan
Region: US
Monday 09 November 2026 18:09:46 GMT
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Sepehr :
I love treasury, but I still think for a VC it's still hard to convince it's venture scalable when the growth channel is $75 per user and you make what, $15 per user if they stay a whole year? That's not huge, it's thin and not a feasible metric to bet your traction on. Users might not stay after a month, and $15 isn't enough. Second, you creating a growth channel by paying ads on your own content solves part of the "you being part of it," but not all of it. It's still not "not you" and I think partnering with other creators could work better. Lastly, a big part of venture is trying to not to invest into a feature - invest into a product. Treasury can easily be a feature of other banks and services, and with AI agents managing fintech and personal finance, it's very plausable to anticipate that soon, if not now. Let me know if any of this helped give any perspective. Good luck on the journey!
2026-11-10 01:32:27
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bakerdog :
if you know your CAC to LTV is at 3x , why use YC 's insight for 7 percent ownership where you could just get a line of credit from a bank to grow and scale on your own ?
2026-11-10 01:30:32
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