Valley Nordic Chander Chawla / Arne Tonning

We discuss: 

1. State of the energy markets in Europe and why the prices are going up. 
2. How does the electricity grid work?
3. How does the energy pricing work in Europe (excluding gas/petrol)?
4. Opportunity for startups in the energy markets. 

We are back after a long summer break. In this episode we get inside Arne's box of B2B SaaS and discuss CAC, LTV, Payback period, and other financial metrics. 

We reflect on the last 99 episodes by reviewing the podcast stats, guests who honored us,  and the 27 companies we analyzed in the last ~4 years. 

What is deglobalization? Why is it happening? What does it mean for startups? 

We segment the Metaverse into three categories:

1. Metaverse that requires new hardware to be worn by users (VR headsets, AR glasses, etc.)

2. Metaverse that does not require new hardware but requires crypto (NFTs, wallets, etc.)

3. Metaverse that neither requires new hardware nor crypto

We apply Rogers innovation adoption model to each of the segments to understand if they can have mass adoption. 

Elon Musk buying Twitter has been talk of the town in Silicon Valley for the last few days. Arne and I discuss what's happening and why.

Chander's blogpost from 2009 on Twitter's potential.