E37 Finding regulatory moats at the Series A with Jordan Nof of Tusk Venture Partners
Sand Hill Road
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The Bird Scooter - A Case Study
Reny: I'll never forget the first meeting i had with travis and and ceno, the first pitch this idea. It was one that you're trying to go through a traditional framework of what does this market look like? Are we displacing walking? We understand ri so very well. This acompaats always goo to be nearing dear to my heart. The decision ist primarily predicated on, look, we were not interested in in vessing into a company that wasn't gon me a twice a day product minimum. That makes a lot of sense. You start out as a thesis fund and sooner or later, you're going to develop into more of a
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