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Podcast: EUVC
Episode: E690 | Sacha Michaud, Glovo: Scaling a Hyper-Competitive Marketplace (and knowing when to exit)
Description: This episode starts with a surprising origin story: before building one of Europe’s most iconic on-demand companies, Sacha Michaud left home at 16 to become a professional racehorse jockey.From there, we go deep into the operator playbook behind Glovo’s rise: launching fast, expanding internationally with limited capital, choosing battles ruthlessly, and pulling out of markets quickly when the data says the flywheel won’t spin.This is a conversation about discipline, focus, and survival in one of the most brutal categories in venture—where network effects are real, fundraising can consume the CEO, and cons...