consumers

“Not only would consumers be talking with an AI They would actually transact with one.”

“And then there's the fact that when you move into a space, you're going to go through and you're going to decorate one room at a time because of how expensive furniture is. So people are coming to us and they're typically starting with one of their public spac…”

“On the enterprise side where you can do customer introductions, maybe add value to the top line revenue side. I'd say even on the consumer side, there's a lot one can do, but it's probably much more explicit or sort of much more, you know, you can realize it s…”

“One of the major oxygen supplies For consumers, especially, is free and open distribution, and I think we could say pretty emphatically that that has evaporated in the last five years”

“Anything in consumer is very, very hard because you're betting on a big market adoption versus, say, a B to B company with recurring revenue and enterprise clients.”

“And the collective competition between all of them means that consumers are winning. There are more options. There's more fintech products. The rates are going down.”

“People will pay more for food. They'll pay more for what they put in their bodies. They'll certainly pay more for what they put in their kid's body.”

“And we learned that consumers won't pay more for power. Consumers won't pay more for fuel for their cars.”

“Subscription is just one of these things that allows you to focus directly on the consumer”

“And as we get better at this, and as consumers start to trust new software companies more, I think our financial lives will become more and more automated and just optimize in a much better way.”

“Consumers were leaving billions of dollars on the table, literally, whenever prices would drop, like, a day, two days, a week after they bought items online.”

“If you really want to change healthcare, in some ways you have to give power to the people, like get them to rise up.”

“People don't necessarily want a really fast delivery. They want a really consistent delivery. So they read that really have like a 30 minute average with, you know, a seven, eight minute deviation, then like a 20 minute average with a 15 minute deviation, righ…”

“The consumer is in a more delicate and fragile situation than people understand and that it's going to be more difficult and there's going to be less spending than people think in the coming six months.”

“Not getting tired of the story that you're telling to consumers before they do, which it takes a long time for consumers to get tired. It's much quicker for employees to get tired.”

“Well, you know, we're holding company for the brands, right? We're not expecting or trying to get consumers to know Deckers. That's not our goal. We want investors to know Deckers, and they do, but we're not pushing the Decker's name to consumers.”

“And I think it's trusting that our consumers are much smarter than we think they are. And even if we make them dive in deep, like, they can figure it out. They'll scroll back if they want to scroll back. If it's entertaining enough, people will figure it out.”

“Well, in the very beginning of the time that we paid more attention to the consumers, and I think to paying attention to stakeholders is a very important thing to do, and we should do it earlier and more often, and we still haven't done enough.”

“The data says consumer tends to be more winner-take-all and enterprises tend to be more oligopolies, right?”

“Metrics, pre-product market fit, I think the only metric you care about In consumer and SaaS is retention. Like, that's the only metric that you should care about, is do you create a product that people keep using?”

“KBMG had this report that 60% of consumers use this on a weekly basis”

“I actually think conversely in consumer, having a beginner's mind and a high willingness to be embarrassed is a competitive advantage because so many consumer products feel embarrassing and, you know, they're immediately dismissed as embarrassing or impossible…”

“Most people don't want to save time. They want to spend time.”

“Anthropic is, I mean, it's a generational, generational company. It changed coding. It changed everything. But the only place Anthropic is weak is consumer.”

“I don't think most consumers are going to pay 20 bucks a month for this”

“I still posit 70% of the compute demand for AI is being consumed by consumers who are getting a free ride.”