Ridge CEO @Seanfrank thinks a consumer business could be absolutely ripping right now and still have no exit window for the next ~12 months because public-market investors would rather own NVIDIA. He gives the example of Oura postponing its IPO, despite an order book that was roughly 4x oversubscribed. "NVIDIA just posted the greatest quarter in human history. It’s like, why would I want to invest in [Oura]? Or Reformation or Lululemon, for that matter?” “The businesses are more durable than…