TickerTain — Make Analysis Fun Again

▶ 26:03 · Venture Capital · Grinda cites AngelList data: 500 companies per fund optimizes power-law capture

now playing · Venture Capital

AI Economics & Business Modelstailwindscore 7/10fabrice grinda

Grinda: technology is deflationary and can solve inequality, well-being, and climate crises

Grinda argues technology's deflationary nature — making things cheaper, better, faster — directly addresses the 21st century's three core problems: inequality of opportunity, mental/physica…

Marketplace Business Modelstailwindscore 8/10fabrice grinda

Grinda defines seed-stage marketplace metrics: >25% sell-through, falling CAC, unit economics

Great marketplaces show early liquidity signals: sell-through rate above 25%, supply retention where the platform represents 25%+ of supplier revenue, and network effects that drive custome…

Venture Capitaltailwindscore 7/10fabrice grinda

Grinda cites AngelList data: 500 companies per fund optimizes power-law capture

Referencing AngelList analysis, Grinda states that investing in roughly 500 companies per fund provides sufficient diversification to reliably capture the power-law distribution of venture…

←