Just brainstorming
The biggest challenge is just the 1+bn burn per quarter now. They have 4bn of surplus liquidity ex converts, so when does GMV growth really handbrake in light of either really having to take up take rates or conserve liquidity
The biggest challenge is just the 1+bn burn per quarter now. They have 4bn of surplus liquidity ex converts, so when does GMV growth really handbrake in light of either really having to take up take rates or conserve liquidity