The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified cover image

507. Consumer Retrenchment or Reallocation, AI Impact on GTM and Purchase Decisions, How to Balance Consumer Sentiment vs. Behavior, and Where Smaller Funds Win (Natalie Dillon)

The Full Ratchet (TFR): Venture Capital and Startup Investing Demystified

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Participation as the product (Depop insight)

Natalie explains Depop's buyer-seller overlap and how participation fuels marketplace flywheels.

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