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1:23:43ENThomas Plantenga and Alex Taussig on Vinted’s Turnaround and Marketplace GrowthInvitado: Thomas Plantenga, Alex Taussig · Presenta: Harry StebbingsThe Vinted CEO and Lightspeed investor discuss pricing, cross-border expansion, acquisition economics and the limits of simple metrics.
1:14:40ENEd Sim and Jamin Ball on Startup Exits, IPOs and the 2024 Funding ResetInvitado: Ed Sim, Jamin Ball · Presenta: Harry StebbingsTwo investors discuss the consequences of high private valuations, founder and investor incentives, acquisition markets and the path to an IPO.
54:54ENJason Lemkin, Woody Marshall and Deven Parekh Debate Growth Investing and IPOsInvitado: Jason Lemkin, Woody Marshall, Deven Parekh · Presenta: Harry StebbingsThe investors examine valuation resets, structured rounds, profitability and the uncertain reopening of public markets in 2023.
1:06:16ENQuick-Commerce Economics: Airlift, JOKR and Zepto Founders Debate Emerging MarketsInvitado: Usman Gul, Ralf Wenzel, Aadit Palicha · Presenta: Harry StebbingsIn a 2022 roundtable, three founders compare fulfillment costs, basket size, fees and advertising while disagreeing about the economics of delivery speed.









