Sacha Michaud, Co-Founder at Glovo | Spain’s Tech Rise & Yellow VC | The Sesamers Podcast
In this episode, Sacha Michaud — co-founder of Glovo and founding partner at Yellow VC — shares the real story behind building one of Europe’s most iconic delivery platforms and Spain’s fast-growing tech ecosystem.
Key highlights:
• How Sacha went from launching Latin Red in the '90s internet boom to scaling Glovo into a global platform.
• The early UX insights that made Glovo win in a crowded delivery market — and why multicategory was the real unlock.
• What “chaos years” looked like: launching in 25 countries in under a year, building local teams, and keeping execution tight.
• How COVID reshaped grocery demand and pushed convenience shopping to the center of Glovo’s strategy.
• The story behind Glovo’s €2.3B acquisition by Delivery Hero — and why the timing mattered.
• Why Sacha co-founded Yellow VC, their operator-led approach to pre-seed/seed investing, and their focus on France & Southern Europe.
• Insights on Spain as a rising tech hub: talent density, regulatory needs, and the momentum behind VDS in Valencia.
• Inside “Glovo House”: how 100+ startups have been created by former employees — and why Glovo actively supports them.
A must-watch for founders, operators, and anyone curious about scaling marketplaces, building in Southern Europe, and investing with an operator’s mindset.
Recorded live at VDS 2025, Valencia.
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