#63. 미국판 식료품 배달앱 인스타카트(Instacart) 상장, 벤처 업계를 흔드는(?) 연준의 고이자율 정책
Update: 2023-10-24
Description
#스타트업_세계일주
북미에서 유명한 배달앱 인스타카트 비지니스 모델 분석부터 IPO 뒷이야기, 나아가 미 연준의 계속되는 고금리 정책이 실리콘밸리 벤처업계와 스타트업 밸류에이션에 어떻게 영향을 미치는지 이야기해 보았습니다.
출연: Alice, Emma
음악: Color Of Life by 김성원, 공유마당, CC BY
문의: pageb.contact@gmail.com
https://linktr.ee/pageb_podcast
[References]
- All-in podcast: [E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more](https://youtu.be/X-Sb8sIi22g?feature=shared) (https://youtu.be/X-Sb8sIi22g?feature=shared)
- Goodwater Thesis: [Understanding Instacart: Serving The Best Grocery Customers In the Industry](https://www.goodwatercap.com/thesis/understanding-instacart-serving-the-best-grocery-customers-in-the-industry) (https://www.goodwatercap.com/thesis/understanding-instacart-serving-the-best-grocery-customers-in-the-industry)
- TechCrunch: [Five takeaways from Instacart’s S-1 filing](https://techcrunch.com/2023/08/25/instacart-s1-five-takeaways/) (https://techcrunch.com/2023/08/25/instacart-s1-five-takeaways/)
북미에서 유명한 배달앱 인스타카트 비지니스 모델 분석부터 IPO 뒷이야기, 나아가 미 연준의 계속되는 고금리 정책이 실리콘밸리 벤처업계와 스타트업 밸류에이션에 어떻게 영향을 미치는지 이야기해 보았습니다.
출연: Alice, Emma
음악: Color Of Life by 김성원, 공유마당, CC BY
문의: pageb.contact@gmail.com
https://linktr.ee/pageb_podcast
[References]
- All-in podcast: [E146: Did the Fed break the VC model? Plus IPOs, M&A, revaluing unicorns & more](https://youtu.be/X-Sb8sIi22g?feature=shared) (https://youtu.be/X-Sb8sIi22g?feature=shared)
- Goodwater Thesis: [Understanding Instacart: Serving The Best Grocery Customers In the Industry](https://www.goodwatercap.com/thesis/understanding-instacart-serving-the-best-grocery-customers-in-the-industry) (https://www.goodwatercap.com/thesis/understanding-instacart-serving-the-best-grocery-customers-in-the-industry)
- TechCrunch: [Five takeaways from Instacart’s S-1 filing](https://techcrunch.com/2023/08/25/instacart-s1-five-takeaways/) (https://techcrunch.com/2023/08/25/instacart-s1-five-takeaways/)
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