342. Investing in $B+ Marketplaces, Beating the Cold Start Problem, Warby Parker's Key to Scaling, and the Backstory Behind Redpoint's Social Media Surge (Annie Kadavy)
The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified
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How Do You Think About the Supply Side of Marketplaces?
The critical mass required and marketplace liquidity just has a different formula for every startup. What winning looks like in a market isn't necessarily obvious. ClassPass is one of the most interesting examples I've ever seen of it, right? If you think about boutique fitness, broadly speaking, right? There's quite a range in terms of the cost of them, the brand of them.
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