Costco
2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Aug 22, 2016 by Greg Bettinelli · said 21 times in 15 episodes since 2016 · across every show →
Mentions by year
brought up most by Shiv Rao (3), Harry Stebbings (3), Zaria Parvez (2), Greg Bettinelli (2), Andrew Macdonald (Mac) (2), Thomas Plantenga (1), Ryan Petersen (1), Nikesh Arora (1)
tap a year for its mentions
2026 6 mentions in 3 episodes 2 per episode
- The Five Year Desert to Product Market Fit & a $5.3BN Valuation with Shiv Rao, Founder @ Abridge · 20VC with Harry Stebbings
- Uber President on Travis, China & Self-Driving | Why Autonomy Is Existential | How to Beat DoorDash
- Bloom Energy CEO: Why We Aren’t in an AI Capex Bubble | Energy Sovereignty & The Future of Power · 20VC with Harry Stebbings
- every mention in 2026, scene by scene →
2025 2 mentions in 2 episodes 1 per episode
- Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings
- 20VC: The Daily Deal: Coreweave IPO | Scale Hits $25BN on $2BN EOY Revenue | Sequoia's 25x Return on Wiz | Tech Stocks Tank with Tariffs | Cursor: Defensible or Dangerous Example of Lost Moats in Tech
- every mention in 2025, scene by scene →
2024 6 mentions in 4 episodes 2 per episode
- Zaria Parvez: How Duolingo Scaled to 8M TikTok Followers & How to Create Viral Content | E1105 · 20VC with Harry Stebbings
- Danny Rimer: The Biggest Lessons from Missing Snap, Airbnb, Spotify and Facebook | E1166 · 20VC with Harry Stebbings
- Nikesh Arora: Lessons from $102BN Market Cap & How to Create & Sustain Competitive Advantage | E1155 · 20VC with Harry Stebbings
- Thomas Plantenga & Alex Taussig: Vinted CEO's Ultimate Guide to Scaling Marketplaces | E1114 · 20VC with Harry Stebbings
- every mention in 2024, scene by scene →
2023 1 mention in 1 episode
2022 1 mention in 1 episode
2019 1 mention in 1 episode
2018 2 mentions in 2 episodes 1 per episode
- 20VC: The Metrics That Matter In Early-Stage Consumer, Why Moats Matter More Than Brand Today and How VCs Deal with S*** Hit The Fan Moments with Jason Stoffer, Managing Partner @ Maveron
- 20VC: Why The Current Crop Of VC Does Not Understand Design, Why Product Market Fit Is A Liquid Not A Solid & How Graduates Can Optimise Their Career for Personal Development with Steve Vassallo, General Partner @ Foundation Capital
- every mention in 2018, scene by scene →
Everything said about Costco, oldest first
Aug 22, 2016 bullish
Top U.S. retailers like Home Depot derive under 3% of sales online
“The most successful retailers today in the United States have very little e-commerce. So think of Home Depot, Lowe's, TJ Maxx, Costco, Dollar Store, Zara, H&M, even Uniqlo, their e-commerce businesses are sub-three percent of total sales, yet TJX, which owns a…”