Ted Glasnow

Globally, the latest numbers I've seen say something like 1% to 2% of all protein consumption is considered alternative protein.

I spent this week looking at hundreds of companies and found that there are seven common ways to differentiate:1. Be the cheapest2. Be the highest quality3. Be the most convenient4. Be the safest5. Sell a proprietary product6. Sell something that makes people feel great buying 7. Focus on a niche underserved market

There is no other way to get real mentorship without working for them

We love asset-light or asset-less B2B marketplaces that use existing infrastructure and think building endpoints to access that infrastructure is the future.

We look at [the taxonomy of B2B marketplaces] in a couple of different ways. High-level, there are aggregators, managed marketplaces, channel marketplaces, vertical SaaS-enabled marketplaces, and then tech-enabled brokerages.

Customer.io’s 131% net dollar retention is comparable to Front (137%) and in the top quartile of IPO’ing companies