Susan Lin (Felix) - What consumer-driven means, what are real competitive advantages for companies, and why Felix raised $600 million
Consumer VC: Venture Capital I B2C Startups I Commerce | Early-Stage Investing I Brands
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How Important Is Tam?
When you're looking to invest where i'd imagine tam, it's really kind of hard to measure it or to really quite understand. We've seenit also in the food space, or wheat, weve invested quite a lot. And while both on the food delivery side, but also in an neor food format. When they started, there was no milk market at all. So they really eat much like pelton. They really created that. You can look at Soyou you can look at, me, taking a ily example. All plants during the uc, which does, wegen a meal, frozen meals that are delivered.We were also lucky tob investers in
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