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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Portfolio Construction
"We started out with s p v, su a did telephone. I remember years later, meeting with a prominent v c in boston, and he said, oh, you guess did it backwards." "i think you and i did it the right way though, nick," says Nick Nolte of his firm Elevend. 'I used to, this is sort of, some of the lessons i've learned over the years,. Is when people would ask me about portfolio construction, fun one, in two'
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