Tribe Talkin Ep 46: Nice Finishes Last. Failure Is Baked In. Harsh Investment Terms. Ready For Investment. Fable. MILKRUN.

In this weeks episode:

• Federation's Sendle deal draws intense VC scrutiny as fresh <a href="https://www.capitalbrief.com/article/federations-sendle-deal-draws-intense-vc-scrutiny-as-fresh-terms-offered-f4dd352e-f1ab-4cfc-9208-1b2c95290324/" target="_self" title="Link: https://www.capitalbrief.com/article/federations-sendle-deal-draws-intense-vc-scrutiny-as-fresh-terms-offered-f4dd352e-f1ab-4cfc-9208-1b2c95290324/" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.capitalbrief.com/article/federations-sendle-deal-draws-intense-vc-scrutiny-as-fresh-terms-offered-f4dd352e-f1ab-4cfc-9208-1b2c95290324/" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">terms offered.
• US on track to cut i<a href="https://www.afr.com/wealth/personal-finance/fed-on-track-to-cut-rates-as-us-economy-teeters-on-brink-of-recession-20240708-p5jrwh" target="_self" title="Link: https://www.afr.com/wealth/personal-finance/fed-on-track-to-cut-rates-as-us-economy-teeters-on-brink-of-recession-20240708-p5jrwh" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.afr.com/wealth/personal-finance/fed-on-track-to-cut-rates-as-us-economy-teeters-on-brink-of-recession-20240708-p5jrwh" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">nterest rates. 
  
• “Investment ready vs ready for investment” - <a href="https://www.linkedin.com/posts/marcorchard_startups-scaleups-planetstartup-activity-7218419239639035904-iw31?utm_source=share&utm_medium=member_desktop" target="_self" title="Link: https://www.linkedin.com/posts/marcorchard_startups-scaleups-planetstartup-activity-7218419239639035904-iw31?utm_source=share&utm_medium=member_desktop" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.linkedin.com/posts/marcorchard_startups-scaleups-planetstartup-activity-7218419239639035904-iw31?utm_source=share&utm_medium=member_desktop" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">Marc Orchard
  
• Timing between seed and <a href="https://www.linkedin.com/feed/update/urn:li:activity:7216478718116995073?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7216478718116995073%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29" target="_self" title="Link: https://www.linkedin.com/feed/update/urn:li:activity:7216478718116995073?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7216478718116995073%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.linkedin.com/feed/update/urn:li:activity:7216478718116995073?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7216478718116995073%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">series A.
  
• Tesla tumbles on report of delayed Robotaxi <a href="https://www.afr.com/markets/equity-markets/tesla-tumbles-on-report-of-delayed-robotaxi-unveiling-20240712-p5jt1c " target="_self" title="Link: https://www.afr.com/markets/equity-markets/tesla-tumbles-on-report-of-delayed-robotaxi-unveiling-20240712-p5jt1c " data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.afr.com/markets/equity-markets/tesla-tumbles-on-report-of-delayed-robotaxi-unveiling-20240712-p5jt1c " data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">unveiling.
  
• Behind the scenes of the Archegos <a href="https://www.afr.com/companies/financial-services/the-archegos-capital-collapse-shows-nice-bankers-finish-last-20240712-p5jt2a" target="_self" title="Link: https://www.afr.com/companies/financial-services/the-archegos-capital-collapse-shows-nice-bankers-finish-last-20240712-p5jt2a" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.afr.com/companies/financial-services/the-archegos-capital-collapse-shows-nice-bankers-finish-last-20240712-p5jt2a" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">collapse.
  
• Behind Eucalyptus' big bet that men will spend $1,000 a month on<a href="https://www.capitalbrief.com/article/behind-eucalyptus-big-bet-that-men-will-spend-1000-a-month-on-their-health-72c09139-ca7e-4643-a54a-d4a83a74489b/" target="_self" title="Link: https://www.capitalbrief.com/article/behind-eucalyptus-big-bet-that-men-will-spend-1000-a-month-on-their-health-72c09139-ca7e-4643-a54a-d4a83a74489b/" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.capitalbrief.com/article/behind-eucalyptus-big-bet-that-men-will-spend-1000-a-month-on-their-health-72c09139-ca7e-4643-a54a-d4a83a74489b/" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color"> their health.
  
• Failure is built into<a href="https://www.linkedin.com/feed/update/urn:li:activity:7213457409946570752?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7213457409946570752%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29" target="_self" title="Link: https://www.linkedin.com/feed/update/urn:li:activity:7213457409946570752?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7213457409946570752%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.linkedin.com/feed/update/urn:li:activity:7213457409946570752?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7213457409946570752%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color"> the system.
  
• Michael Fox moving to <a href="https://www.linkedin.com/feed/update/urn:li:activity:7216227960108830720?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7216227960108830720%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29" target="_self" title="Link: https://www.linkedin.com/feed/update/urn:li:activity:7216227960108830720?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7216227960108830720%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.linkedin.com/feed/update/urn:li:activity:7216227960108830720?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7216227960108830720%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">London. 
  
• Why is Woolies having success where Milkrun wasn't after <a href="https://www.linkedin.com/posts/archer-sampson_in-2023-woolies-acquired-milkrun-for-10m-activity-7218375599273259008-7DzF?utm_source=share&utm_medium=member_desktop" target="_self" title="Link: https://www.linkedin.com/posts/archer-sampson_in-2023-woolies-acquired-milkrun-for-10m-activity-7218375599273259008-7DzF?utm_source=share&utm_medium=member_desktop" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.linkedin.com/posts/archer-sampson_in-2023-woolies-acquired-milkrun-for-10m-activity-7218375599273259008-7DzF?utm_source=share&utm_medium=member_desktop" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">investing $80m+?
  
• Vu Tran Post: "I’d be terrified about the idea of starting a new B2B SaaS business in the <a href="https://www.linkedin.com/feed/update/urn:li:activity:7214773276697354240?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7214773276697354240%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29" target="_self" title="Link: https://www.linkedin.com/feed/update/urn:li:activity:7214773276697354240?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7214773276697354240%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.linkedin.com/feed/update/urn:li:activity:7214773276697354240?updateEntityUrn=urn%3Ali%3Afs_updateV2%3A%28urn%3Ali%3Aactivity%3A7214773276697354240%2CFEED_DETAIL%2CEMPTY%2CDEFAULT%2Cfalse%29" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">current environment". 
  
• Sold for $1, Scyne claws back a third of <a href="https://www.afr.com/companies/professional-services/sold-for-1-scyne-claws-back-a-third-of-pwc-s-revenue-20240701-p5jq97" target="_self" title="Link: https://www.afr.com/companies/professional-services/sold-for-1-scyne-claws-back-a-third-of-pwc-s-revenue-20240701-p5jq97" data-file_name="" data-page_select="" data-booking_page_select="undefined" data-url_text="https://www.afr.com/companies/professional-services/sold-for-1-scyne-claws-back-a-third-of-pwc-s-revenue-20240701-p5jq97" data-url_type="default" data-hash="" data-html="" data-prev_next_link="undefined" data-dynamic_select="" class="opt-link-color">PwC’s revenue.
  
• Sharts:

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