This Week in Startups NEWS: Instacart and Klaviyo file for IPO, State of VC distributions, AI lawsuits | E1798
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Aug 29, 2023 The podcast dives into the IPO filings of Instacart and Klaviyo, marking a significant return for venture capital since 2021. It discusses the shifts in the VC exit market and the mounting pressures on performance metrics. Listeners learn about the legal battles involving AI companies, and the impact of advertising dollars on new platforms. The show also explores Instacart’s financial rollercoaster and Klaviyo’s effective marketing strategies, as well as new trends in consumer models and innovations in real estate investment.
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Fundraising Challenges
- Venture fundraising is challenging, with LPs reducing investments and new funds struggling.
- Founders and fund managers must demonstrate resilience and strong performance to secure funding.
Focus on Performance
- Focus on performance metrics, not just promises, to attract investors in the current market.
- VCs should demonstrate commitment and persistence to build trust with LPs.
Instacart's Revenue Model
- Instacart's revenue comes from fees, not the total value of groceries delivered.
- They extract approximately 10% of the value of each delivery.