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Why Capital Efficiency Still Wins with Larry Cheng
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Manage episode 487783717 series 3660759
Eric Tarczynski에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Eric Tarczynski 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Larry Cheng, co-founder and managing partner at Volition Capital, joins us to explore why capital efficiency is more important than ever for founders. He explains how capital discipline can coexist with high growth, shares lessons from backing Chewy early, and breaks down why the best companies know how to build without overspending.
We also dig into the resurgence of CapEx in frontier tech. Larry shares how Volition is thinking about hardware-enabled SaaS, and offers a framework for evaluating return on capital — whether you're acquiring users, building hardware, or rolling up businesses.
We also covered Circle’s explosive IPO, the Rippling–Deel legal battle, Alpha School’s AI-powered academic results, and Anthropic’s appointment of a national security advisor to its board.
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