Helene Servillon (Managing Partner @ JourneyOne Ventures) on cannabis obstacles and tailwinds

  • Companies can start in cannabis and disrupt other industries. An example of this is the alcohol market shrinking as the cannabis market grows.
  • As regulation rewards / punishes one industry, it rewards another.
  • Building a brand and licensing > vertically integrating in each state
  • 80% of cannabis market will be run by multi-state operators. They will succeed primarily because they are so well capitalized.