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 · Nick Moran
April 4, 202242m 28s
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Show Notes
Steve Sarracino of Activant Capital joins Nick to discuss The Late Stage Reset, Competing with Tiger, and Last Mile's Unit Economics. In this episode we cover:
- Launching a Growth Fund & The Late Stage Repricing
- The Economics of Full Stack Delivery Startups
- Why Europe Maybe the Next Leading Market
- The State of Ecommerce & Unbundling Amazon
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