Winner Take All #181 | Rent The Runway IPO, Marketplaces Enabling Retailers, Sequoia Rolling Fund
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\nThe show opens with a look at Sequoia Capital moving away from the traditional venture capital formula of funds with around a 10 year time horizon to creating a \u201cpermanent structure\u201d that will store investor capital. Next, Alex discusses Rent The Runway going public via IPO. He looks at Rent the Runway's business and explains why he sees a lack of business model innovation at the once darling fashion startup. The second half of the show highlight's JCPenny partnering with a under the radar marketplace and Amazon's deal to partner with insurtech startup NEXT to offer coverage to sellers.
\n00:00 - Subscribe and Fight Big Tech
\n01:35 - Sequoia Fund Makes a Big Change
\n13:40 - I Wouldn't Touch This IPO
\n21:39 - Marketplaces Enabling Retailers
\n28:21 - Next Insurance + Amazon