327. The Late Stage Reset, Competing with Tiger, and Last Mile’s Unit Economics (Steve Sarracino)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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How Do You Think About Reserves in a Growth Fund?
Aras: Reserves are such, it's such a tough thorto to unwind. We reserve pretty heavy sowe reserve about 25 %. Ho how do you think about reserves, you know, in relation to your corps position? Aras: Another corps belief is that superior supply chain, when you're dealing with hard goods, tends to win out.
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