Winner Take All Winner Take All #181 | Rent The Runway IPO, Marketplaces Enabling Retailers, Sequoia Rolling Fund
Support the show and subscribe to WTA on YouTube: https://t.co/TErmfNQylT
The show opens with a look at Sequoia Capital moving away from the traditional venture capital formula of funds with around a 10 year time horizon to creating a “permanent structure” that will store investor capital. Next, Alex discusses Rent The Runway going public via IPO. He looks at Rent the Runway's business and explains why he sees a lack of business model innovation at the once darling fashion startup. The second half of the show highlight's JCPenny partnering with a under the radar marketplace and Amazon's deal to partner with insurtech startup NEXT to offer coverage to sellers.
00:00 - Subscribe and Fight Big Tech
01:35 - Sequoia Fund Makes a Big Change
13:40 - I Wouldn't Touch This IPO
21:39 - Marketplaces Enabling Retailers
28:21 - Next Insurance + Amazon