Christina Cacioppo on high growth v. high margins: "I think in the fullness of time, an 80% growth business with 80% margins will actually be better than a 160% growth business with 30% margins. One of these will return more cash in the fullness of time. But today the latter is valued at 10x the multiple of the former. And so there's a part where everyone's being irrational here. And then there's a very clear game-on-the-field piece. If you need to be financed, you're looking at investors…