Shervin Pishevar: Tech Valuations Are Much More Rational

The transcript discusses the food delivery company Munchery, its business model, and its sustainability. It highlights Munchery's growth, positive unit economics, and expansion into meal kits. The conversation also covers investment opportunities in global markets, emphasizing rational valuations. Additionally, it mentions investments in mid-stage funds, particularly in companies like Ipsy, which have shown strong performance.

What is the business model of Munchery as described in the video?

• A grocery delivery service

• A traditional restaurant chain

• A meal kit delivery service

• A company that cooks and delivers its own meals

What new service has Munchery introduced to expand its offerings?

• Catering services

• In-house dining

• Ready-to-cook meal kits

• Grocery delivery

What is a significant advantage of Munchery's chilled model?

• It lowers production costs

• It reduces cooking time

• It enables same-day delivery from New York to DC

• It allows for international deliveries

How is the concept of Silicon Valley described in the video?

• A government initiative

• An outdated business model

• An idea that has spread globally

• A physical location

Which company received a significant investment from the mid-stage fund mentioned in the video?

• DD

• Amazon

• Ipsy

• Blue Apron