The Art of VC

Mike Duda (Bullish) on his investment in Harry's, focussing on NPS over TAM, the value of storefronts, becoming obsessed with your customer, and what makes a great brand


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Today's guest, Mike Duda, is taking on both traditional marketing agencies and venture funds with Bullish


Bullish has been labeled as 'America's most dangerous agency' by AdWeek and continues to push the limit in building some of the most disruptive consumer brands out there. Some of their investments include Casper, Harry's, Hu, Peloton, Warby Parker, Nom Nom, and Care/of. 


We talk about what Bullish does and how they're challenging existing models in the first part of this. Some of the other things we riff on are Mike's investment in Harry's, focussing on NPS over TAM, the value of storefronts, becoming obsessed with your customer, and what makes a great brand.


If you want to learn more about Mike, Bullish, or some of the other things we chat about... explore the links below:


- What is NPS?

- Harry's

- Hu's exit

- More context on Bullish


That's all. Enjoy,

CR

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The Art of VCBy Conor Robbins