378. Betting on "Bad" Industries, the opportunity in Alcohol, Nicotine, SexTech and other vices, and Why Early Stage Investors Should Avoid Consumer Investing (Catharine Dockery)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
00:00
How to Evaluate T2C Brands
We're very anti-T2C beverage in this room. DDC beverage does not make sense, it's the unit economics don't work. We live in an environment right now where thing testing makes sense. Where venture backed investors think that there needs to be some type of index to help consumers pick which brands because there are so many of them. If it's anything even remotely close to the sex doll, Dory, I'm sure it's a good one, but if that's actually crazy. But metaverse is my favorite one. Can't be successfully metaverse. Hey, that's going to be an NFTs of the Bong design and it'sGoing to be
Transcript
Play full episode
