Tribe Talkin' Ep 22: What we got wrong on Kiki. Content is King. Mutinex. Branding $ and time in early B2B is a waste.

Transparent Venture Capital by Tribe Global Ventures

Tribe Global Ventures

Investing, Business:investing, Business, Entrepreneurship

5 • 1 Ratings

🗓️ 24 January 2024

⏱️ 68 minutes

🔗️ Recording | iTunes | RSS

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Summary

In this weeks Tribe Talkin' episode: What we got wrong with Kiki: a fair bit. Reflections on our initial reactions, and we discuss their original pitch deck. Content is king, and it needs to be done inhouse. The value of MMM (Marketing Mix Modelling) for digital channels, and the rise of platforms such as Mutinex. Continued low rates of investments into early stage, however big tech companies filling the gap. Bootstrapping and being creative will need to be a core skill. A post from Rob Liu sharing some bootstrapping inspiration. Elon being Elon. Just wants an extra $80 billion of stock or he'll take his toys somewhere else. AI still needs to be supervised, which people killed in Autopilot crashes realise more than most. Qantas plunges down to 41st on top branding lists. Triggers conversation about branding more broadly. Large amounts of money and time spend on "branding" in early stage B2B is a total waste of time. The importance of getting a clear message that makes your ideal customer sit up and take action. [email protected]

Transcript

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0:00.0	So another big week. What did we get to?
0:11.0	We kicked off with Kiki and a bit of a refresh of our points of view.
0:15.4	A bit of a mere culper. I was wrong, which is a common sentence I have in my life, but in this time, not wrong on everything.
0:24.2	There are some things that deserve investigation.
0:27.8	And on top of that, we went and read some extra things, and it's probably fair to say,
0:31.4	we've updated our belief on the Kiki situation.
0:34.0	And then that led into some longer conversations around content generation and the channels that we use for mixed mode marketing and data tracking to make sure that we're actually converting and getting the metrics that matter.
0:45.6	The metrics that matter are becoming a little bit easier to get on top of with products like Multinex.
0:52.0	It's really helping people get their media mix modeling right to know
0:55.4	where to put the dollars. And that led to a bit of a conversation around the current markets
0:59.9	and making sure that you're not in the middle of the stampede, which you're on the top end of the
1:03.7	bell curve because you don't want to be in the middle of any market. Then we discuss the big drivers
1:08.4	for money from LPs that it's flowing into VC as an asset class.
1:12.6	Yeah, and the fact that the big seven tech companies like Microsoft AWS, NVIDIA, Google, etc.
1:20.1	are really plugging a gap in terms of the amount of VC dollars of they're deploying.
1:24.8	And we talked about brands.
1:26.8	We talked about Musk.
1:28.4	We didn't last week, so we had to make up for her.
1:30.4	Which led into a little bit about AI and some of the guard rails that are needed, but even
1:34.6	when the guard rails are there, there's still ways to subvert it.
1:37.5	But Elon was then such an easy segue to brand destruction.
1:41.9	And we talked more broadly about the difference of B2C branding versus B2B
	...

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