I'm intrigued by the level of consolidation activities in the spae and was hoping to learn more. Does anyone have any recommendation on readings / primers / reports about 1) the business model, revenue drivers and unit economics, and 2) opinions on how the sector has fared / will fare in market volatility? Thanks in advance!
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Hey finance4lifeeee, I'm here because nobody responded to this thread after a few days...maybe one of these resources will help you:
I hope those threads give you a bit more insight.
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