Why VCs Are Underwriting Startup Supply Chain Resilience

Episode notes

We explore how venture capital is shifting from pure growth-at-all-costs to underwriting supply chain resilience and operational redundancy. With recent headlines highlighting Sequoia-backed Empirik launching with twenty-one million dollars to predict outages, we discuss why infrastructure reliability is becoming the new moat for startups. Lucas and Luna break down specific metrics investors are now demanding in term sheets, including supplier diversification ratios and stress-test scenarios, moving beyond simple revenue multiples to assess real-world operational fragility. #VentureCapital #SupplyChainResilience #StartupInvesting #OperationalEfficiency #TermSheets #BusinessStrategy #FexingoBusiness #BusinessPodcast #Empirik #SequoiaCapital #InfrastructureTech #RiskManagement #FounderEconomics #TechTrends2026 #OperationalMoats #InvestmentThesis #LucasAndLuna #FexingoPodcast Keep every episode free: buymeacoffee.com/fexingo

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