Costco, every mention

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every year anyone Shiv Rao 3Harry Stebbings 3Zaria Parvez 2Greg Bettinelli 2Andrew Macdonald (Mac) 2Thomas Plantenga 1Ryan Petersen 1Nikesh Arora 1K.R. Shridhar 1Jason Stoffer 1

Verbatim, from the transcripts: the passages where Costco comes up

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Uber President on Travis, China & Self-Driving | Why Autonomy Is Existential | How to Beat DoorDash Aug 17, 2026 · 2 mentions

  • ▶ 5:02 Andrew Macdonald (Mac) I mean, we're not at, like, Amazon Prime or Costco levels, but we're, we're not, we're within, getting to within spitting distance, and from a company lever perspective, it's highly efficient, and when we look at efficiency, we usually… 2 times in the scene

Bloom Energy CEO: Why We Aren’t in an AI Capex Bubble | Energy Sovereignty & The Future of Power · 20VC with Harry Stebbings Jun 29, 2026 · 1 mention

The Five Year Desert to Product Market Fit & a $5.3BN Valuation with Shiv Rao, Founder @ Abridge · 20VC with Harry Stebbings May 16, 2026 · 3 mentions

  • ▶ 52:59 Shiv Rao Like, like, even the Costco CEO, who I think is awesome and under-celebrated,
  • ▶ 1:05:16 Shiv Rao I honestly like, cause we talked about that Costco CEO. 2 times in the scene

Anthropic Raises $30B from Microsoft & NVIDIA & NVIDIA’s Core Business Faces TPU Threat · 20VC with Harry Stebbings Nov 27, 2025 · 1 mention

  • ▶ 0:00 unnamed speaker The P.E. on NVIDIA, to give that sound bite that I love, it's lower than the P.E. on Costco, right?

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 Apr 3, 2025 · 1 mention

  • ▶ 1:17:34 unnamed speaker Um, I mean, these aren't heavyweight military drones, but they're drones that, that, that were designed for hobbyists and sixteen-year-old kids are playing a meaningful role, uh, against Russian tanks.

Danny Rimer: The Biggest Lessons from Missing Snap, Airbnb, Spotify and Facebook | E1166 · 20VC with Harry Stebbings Jun 17, 2024 · 1 mention

  • ▶ 31:25 Harry Stebbings Many people speculate in like the, the future of venture, you'll have kind of the Costco's, which is like the large money providers, which is all the big brands that we know who scaled into

Nikesh Arora: Lessons from $102BN Market Cap & How to Create & Sustain Competitive Advantage | E1155 · 20VC with Harry Stebbings May 20, 2024 · 1 mention

  • ▶ 31:39 Nikesh Arora The question is, what do I need to be doing today that I'm the next Amazon and not the next Costco, which is also a great company, but I'm the next Amazon or I'm the next company that is going to be really successful because we were able…

Thomas Plantenga & Alex Taussig: Vinted CEO's Ultimate Guide to Scaling Marketplaces | E1114 · 20VC with Harry Stebbings Feb 12, 2024 · 1 mention

Zaria Parvez: How Duolingo Scaled to 8M TikTok Followers & How to Create Viral Content | E1105 · 20VC with Harry Stebbings Jan 19, 2024 · 3 mentions

Ryan Petersen: Why Velocity not Speed is Most Important in Company Building | E1081 · 20VC with Harry Stebbings Nov 13, 2023 · 1 mention

  • ▶ 12:37 Ryan Petersen To other Amazon, other marketplaces like Amazon FBA or Walmart fulfillment service, but also Costco, Target, Macy's, Nordstrom, we can, we can deliver to retail stores now.

Q-Commerce in Emerging Markets with the CEOs of Airlift, JOKR, & Zepto | 20VC #892 · 20VC with Harry Stebbings Jun 4, 2022 · 1 mention

  • ▶ 6:34 Aadit Palicha So, at least in India, you don't have, you know, Walmart or Costco, where you go once a month to pick up groceries, and that's sort of the, the norm.

20VC: Okta Founder Frederic Kerrest on Why You Want To Be A Monopolist In A Small Market, The Biggest Challenges in Scaling Okta To IPO and Being a16z's First Ever Fund Check May 3, 2019 · 1 mention

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 Jul 23, 2018 · 1 mention

  • ▶ 27:55 Jason Stoffer Imperfectly shaped fruits and vegetables from the farm and sell them at a discount to what you'd pay at a Safeway or a Costco delivered to your door in a customized box.

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 Feb 26, 2018 · 1 mention

20VC: Upfront Ventures' Greg Bettinelli on Testing For Founder 'Grit' & What It Takes To Build A Successful Consumer Brand Today Aug 22, 2016 · 2 mentions

  • ▶ 10:41 Greg Bettinelli Costco, Dollar Store, Zara, H&M, even Uniqlo, their e-commerce businesses are sub-three percent of total sales, yet TJX, which owns a company called TJ Maxx and Marshalls, has a fifty billion dollar market cap, and they do zero online,… 2 times in the scene
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