20VC:基准’的莎拉·塔维尔(Sarah Tavel)谈了为什么追逐GMV会导致错误的方向,市场采用的两个关键转折点,为何UGC的游戏就像市场一样&如何确定存在和不存在的风险

莎拉·塔维尔(Sarah Tavel) 是普通合伙人@ 基准测试,是过去十年中最成功的基金之一,其投资组合包括Uber,Twitter,Dropbox,WeWork,Snapchat,StitchFix,eBay等。至于Sarah,在加入Benchmark之前,她是另一家全球知名公司Greylock的普通合伙人,她在那里领导Sonder和Gixo的交易。格雷洛(Pre-Greylock)之前,莎拉(Sarah)是Pinterest的第一任首席执行长,她领导了三笔收购,在国际上发起了Pinterest,并负责完成其1亿美元的C轮融资。
在今天的一集中,您将学到:
1.)莎拉(Sarah)从成为Pinterest的第一任总裁到成为世界上一个普通合伙人的方式’领先的风险投资公司,Benchmark?
2.) What does Sarah mean when she says, “小事不是大事”?莎拉如何确定存在与不存在之间的风险?这对董事会成员Sarah的类型有何影响?莎拉如何看待最好的董事会成员?他们是谁?
3.) Why does Sarah believe that in marketplaces, chasing GMV will lead you in the wrong direction? How does Sarah think about good vs great when it comes to 1.) Average order values? 2.) Repeat purchase rates. 3.) NPS? 4.) Net revenue retention? How should they change with time?
4.) In marketplaces, what is a tipping point? What are the 2 crucial tipping points to be aware of? How can marketplaces ensure demand brings further demand? What can they determine from how demand engages with different suppliers? How does Sarah feel about feedback systems?
5) Why does Sarah believe that UGC plays are like marketplaces? What lessons can be drawn from TikTok to suggest this? How does Sarah think about her biggest lessons when analysing the growth of DoorDash? What do many not see that is important to recognise?
在今天的情节中提到的项目
莎拉的最爱书: 柏青哥:纽约时报畅销书