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Rob Go, General Partner, NextView Ventures
Key Takeaways:
1. E-com businesses that have subscription-like unit economics will begin to be treated more favorably as this crisis unlocks a new consistent consumer base.
2. Dislocation between economic realities and public markets exists, but early stage company valuations are still predominantly driven by their competition.
3. Reference checks are a critical and useful way to check on a founder in a remote environment.