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3min chapter
How to Invest $1 Billion in Consumer Tech, with Goodwater Capital
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How Goodwater Handles Conflicts of Interest
The latest split was around 40% North America and then 60% outside North America. All of your companies are strong and they're in different geographies, but they have global ambitions. The real competition is the bad customer experiences that the offline incumbents deliver. That's at the end of the day what every single one of the Goodwater portfolio companies does. They build digital consumer utilities that are custom designed to deliver an amazing consumer experience.
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