cover of episode VC Fundamentals: Consumer Investing Master Class with Sarah Tavel, General Partner at Benchmark

VC Fundamentals: Consumer Investing Master Class with Sarah Tavel, General Partner at Benchmark

2020/7/7
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ACQ2 by Acquired

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Consumer investing is attractive due to the potential for massive market size and the possibility of achieving winner-take-most outcomes through network effects.

Shownotes Transcript

Benchmark General Partner Sarah Tavel joins us for a master class on consumer investing. We start with why invest in consumer at all (given the inherent risks of its "hit-driven nature"), then deep dive on marketplace investing and wrap up with social, gaming and consumer transactional businesses. Big thank you to Sarah for sharing her immense knowledge on this topic, and to her partner (and fellow Acquired "master class lecturer" on enterprise investing) Chetan Puttagunta for introducing us and for making it happen!

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Links to Sarah's consumer investing blog posts: