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Betting Beyond the Bowl: Investing in Sweetgreen Was Always About More Than Salad

Revolution

In 2013, Sweetgreen had 22 locations in D.C., When Revolution Growth first invested in Sweetgreen in 2013, the whisperings of food and wellness were present but sparse, and the bulk of lunchtime options focused more on convenience than ingredients. an industry I deemed “ ripe for disruption ”?—?in

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The Changing Venture Landscape

Both Sides of the Table

The world around us is being disrupted by the acceleration of technology into more industries and more consumer applications. On the one hand, you’re over paying for every investment and valuations aren’t rational. That used to be called A-round investing. Society is reorienting to a new post-pandemic norm?—?even of the fund.

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Why Online Video Just Took One More Big Step to Legitimacy

Both Sides of the Table

This followed an investment late last year by Time Warner in the company in a round totaling $36 million , led by Rachel Lam , head of their investment group. My estimate is that the top 5 YouTube networks will do > $200 million net revenue in 2013 (after Google’s share). This has been a very welcome addition.

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The Most Important Advice I Could Give You About Unicorns

Both Sides of the Table

In November of 2013 Aileen Lee of Cowboy Ventures coined the term “ Unicorn Club ” as it relates to billion-dollar startup companies. Why is it ready for disruption? That could lead you to conclude that there’s more evidence that VC is being disrupted by outsiders. Why is your market broken?

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How a Company Becomes a Pillar of Its Local Community

Revolution

At the turn of the 20th century, any number of American municipalities with similar access to talent, materials, investment, and transportation might have emerged as the beating heart of the automobile industry. And for decades, until the entire industry was disrupted, that attraction established a virtuous cycle.

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How Online Video Companies Can Increase Margin and Build Better Businesses

Both Sides of the Table

The main thrust of the post is that with YouTube taking a 45% of revenue and talent taking 70% of the remaining revenue, YouTube Networks didn’t have sustainable businesses unless they invested heavily in technology as a tool to increase margin and provide defensibility. That is the definition of Disruptive Technology.

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The Most Interesting Online Video Trend

Both Sides of the Table

For those who still don’t know the origins, the Harlem Shake started as a small skit from a YouTuber named Filthy Frank (10 million views as of this writing) on January 30, 2013. I first wanted to invest in this trend by backing a company called Filmaka. I didn’t end up investing but I always loved the concept.