5 clips
RRiding Unicorns · Martin Sokk
Martin Sokk shares a hard-learned lesson from building Wise: founders often wildly misjudge what customers want in different markets. He explains how Wise had to relaunch in the US market 5-6 times because understanding local customer needs requires being from that market, not just guessing from the outside.
Masters of Scale · Jason Robins
Jason Robins explains how DraftKings views non-gambling states like California and Texas as key opportunities for their alternative products. He outlines the company's strategic approach to markets where traditional online sports betting remains illegal.
The Twenty Minute VC (20VC)
Lucas Swisher explains how Coatue ended up investing in both Snowflake and Databricks when they operated in different areas, before they eventually grew to compete directly as they expanded their total addressable markets. He discusses how this competition dynamic naturally occurs in large markets.
Masters of Scale
A discussion about strategic decisions behind expanding women's basketball games to major cities like Philadelphia and Brooklyn. The conversation explores how location choices balance multiple factors: revenue diversification through larger arenas, brand exposure, and league reputation building.
VVenture Unlocked
A VC argues that while there's currently too much money and inflated valuations in venture, the industry should grow significantly as technology expands from consumer applications into massive sectors like space, automotive, defense, mining and manufacturing. The speaker acknowledges current market frothiness but sees long-term expansion potential as tech penetrates a much larger addressable market.
