Shervin Pishevar: Tech Valuations Are Much More Rational

The transcript discusses the food delivery company Munchery, its business model, and its sustainability. It highlights Munchery's growth, positive unit economics, and expansion into meal kits. The conversation also covers investment opportunities in global markets, emphasizing rational valuations. Additionally, it mentions investments in mid-stage funds, particularly in companies like Ipsy, which have shown strong performance.

Discuss the significance of the unit economics of Munchery as described in the text.

What opportunities for investment are highlighted in the text regarding global markets?