Henry Davis
3 statements across 1 episodes · 2 bullish · 0 bearish · 1 people on the record · first statement Jan 12, 2018 by Henry Davis · said 19 times in 6 episodes since 2018 · across every show →
On the record as a speaker too: Henry Davis's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Harry Stebbings (19)
tap a year for its mentions
2019 1 mention in 1 episode
2018 18 mentions in 5 episodes 4 per episode
- 20VC: Index's Danny Rimer on His Biggest Lessons On Price, Ownership, Board Dynamics & Building Consumer Businesses from Backing The Likes of King, Skype, Farfetch, Glossier and more...
- 20VC: Why Brands Can Have The Same Revenue Multiples As Enterprise Companies & The Right Way To Think About Amazon In Today's World of Commerce with Eurie Kim, General Partner @ Forerunner Ventures
- 20VC: 3 Core Considerations When Investing In Physical Product Co's, Are We In A Direct-To-Consumer Bubble & Why Many Sub $100m Funds Are Moving Earlier and Earlier with Nick Brown, Managing Partner @ Imaginary
- 20VC: The Fundamentals Of Optimising The Fundraising Process, SAFE's vs Priced Equity Rounds & Why Hiring Is Really A Big Data Problem with Chris Hutchins, Founder @ Grove & Former Partner @ Google Ventures
- 20VC: 3 Key Differences Between US and Asian Tech Markets & With Such Large Incumbents Chasing Early Acquisitions, Is There A Market For Later Stage VC with Crystal Huang, Investor @ GGV Capital
- every mention in 2018, scene by scene →
Everything said about Henry Davis, oldest first
Jan 12, 2018 neutral
Davis: Early DTC giants won primarily through supply chain efficiencies
“Warby Parker and Harry's and Dollar Shave Club and so on and so forth were doing wonderful things. They'd typically been supply chain disruption businesses, and they'd been targeting efficiencies in the supply chain to give the customer a cost saving or an eff…”
Jan 12, 2018 bullish
Davis: The future of consumer brands will be entirely digital
“I believe that the future of brand will be entirely digital. I think brick and mortar will serve a purpose to be a touch point for brand, but I think that the fundamental tenant of what it means to be a brand in the world will be access and community in a way …”
Jan 12, 2018 bullish
Davis: Amazon won multi-brand e-commerce; new entrants must build single brands
“My thesis around e-commerce investing was that multi-brand e-commerce had already been won by Amazon, which was true then. It's even truer today. And if you wanted to play in e-commerce, you had to go the branded route.”