The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified 327. The Late Stage Reset, Competing with Tiger, and Last Mile’s Unit Economics (Steve Sarracino)
10 snips
Apr 4, 2022 Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13
Introduction
00:00 • 3min
How Did Deal by Deal Play Out?
03:02 • 2min
Portfolio Construction
04:45 • 2min
The Inflection Round
07:14 • 4min
How Long Are You Tracking These Companies?
11:05 • 2min
Is It a Combination of Vision and Strategy?
12:54 • 3min
Venture Capital
15:32 • 4min
How Do You Think About Reserves in a Growth Fund?
19:27 • 5min
Product Experience Just Better When You Own Everything
24:00 • 2min
Supply Chain Logistics
26:10 • 5min
What Are the Biggest Challenges and Opportunities for E Commerce?
30:50 • 5min
The Amazon Experience - Is There Any Large Company Doing This?
35:32 • 3min
What's Your Secret Weapon?
38:52 • 4min