How to Identify Interesting Markets

[00:01:31] – (First Question) – Process for evaluating a young business

[00:02:43] – Andy Rachleff Podcast Episode

[00:03:09] – Data factors for evaluating a business

[00:05:08] – Reference checks

[00:06:42] – Advice for companies that are reliant on product cyclicality

[00:07:01] – Where to Go After Product-Market Fit: An Interview with Marc Andreessen

[00:07:31] – High Growth Handbook

[00:09:30] – Lessons learned from marketing and growing companies

[00:12:09] – How do you hire the best people to improve your distribution

[00:13:16] – How does he think about lifetime customer value vs customer acquisition cost

[00:15:57] – Should companies just focus on high margin power users

[00:16:35] – Best ways to organize a company hierarchy

[00:19:16] – His interest and background in the area of longevity research

[00:21:52] – Changes he has made in his own life as a result of this longevity research

[00:22:56] – Most effective use of a CEO’s time

[00:24:58] – How he evaluates or identifies interesting markets for potential businesses

[00:28:03] – Any markets that fit his criteria that are under-appreciated by investors

[00:30:02] – Worst practices for businesses

[00:32:19] – Kindest thing anyone has done for him

[00:33:20] – What would be the topic of his next book

[00:34:40] – Biggest lessons he’s learned about markets