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Being profitable rather implies more than two years' runway.


You're profitable until you're not. B2b world took a breath and continued in many places, but if the bottom keeps falling out, very unclear what next quarter looks like, and the quarter after. If the other end of the b2b is a b2c and the b2c goes away, so does the b2b.

We're seeing new (small) purchases continue at big enterprises, and 2020 budgets were already ok'd in dec/jan/feb. We also help gov teams, and even slower response there (and I feel for the employees there where remote work is even less of a thing, esp. in national defense). Institutional momentum & insulation means a very delayed response. No clue when it'll be and what it'll be.

Hence, even if you're doing fine, but don't have runway for > 1yr, who knows. Run-rate is very different from a cash reserve when the rug gets pulled out under you for whatever reason.




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