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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Consumer retrenchment vs. real behavior

Natalie challenges the retrenchment narrative, citing spending data and divergence between sentiment and behavior.

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