Tribe Talkin Ep 46: Nice Finishes Last. Failure Is Baked In. Harsh Investment Terms. Being Ready For Investment. Fable. MILKRUN.

Transparent Venture Capital by Tribe Global Ventures

Tribe Global Ventures

Investing, Business:investing, Business, Entrepreneurship

5 • 1 Ratings

🗓️ 22 July 2024

⏱️ 62 minutes

🔗️ Recording | iTunes | RSS

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Summary

In this weeks episode: Federation's Sendle deal draws intense VC scrutiny as fresh terms offered. US on track to cut interest rates. “Investment ready vs ready for investment” - Marc Orchard Timing between seed and series A. Tesla tumbles on report of delayed Robotaxi unveiling. Behind the scenes of the Archegos collapse. Behind Eucalyptus' big bet that men will spend $1,000 a month on their health. Failure is built into the system. Michael Fox moving to London. Why is Woolies having success where Milkrun wasn't after investing $80m+? Vu Tran Post: "I’d be terrified about the idea of starting a new B2B SaaS business in the current environment". Sold for $1, Scyne claws back a third of PwC’s revenue. Sharts: [email protected]

Transcript

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0:00.0	For any founders listening that have those metrics, please email us.
0:13.8	We'll have investment in your account.
0:16.1	Yeah.
0:16.8	Like just call, email, carry a pigeon, whatever.
0:19.9	We'll drive to you with the briefcase i think
0:23.7	we talked about three and four times liquidation preference they've come back out with a new offer
0:28.9	eight times liquidation pref eight it's huge if we're going to look at what percentage of companies accept harsh terms and then go on to achieve
0:41.9	greatness. You also have a look at the companies that don't accept the harsh terms and just
0:45.9	try and bootstrap when they're in that last resort phase, because I'm sure it'd be comparative
0:50.7	in the graveyard. If you are in the struggle, don't let self-pity creep in
0:57.0	because the reality is good businesses will find a way through
1:00.0	regardless of the cycle
1:02.0	and shit businesses off the back of tail winds will get funded.
1:06.0	Doesn't mean they're a good business, doesn't mean there's going to be an outcome for him.
1:21.2	How are we on this absolutely freezing morning? It's cold.
1:22.1	And I've chosen to start fasting and some of coffee and all sorts of things that I would
1:26.5	otherwise be using to just feel better.
1:29.3	Wait, Aaron, what type of fast you do?
1:31.3	Intermittence.
1:31.7	Aiming for a 20-hour fast each day.
1:34.8	I've done this before and it worked.
1:37.7	I just, I'm carrying a lot of fat on the gut.
	...

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