Houzz

6 statements across 3 episodes · 4 bullish · 0 bearish · 3 people on the record · first statement Nov 6, 2017 by Oren Zeev · said 29 times in 8 episodes since 2015 · across every show →

Mentions by year

brought up most by Harry Stebbings (12), Oren Zeev (8), Hans Tung (6), Nick Beim (1), Jeff Richards (1)

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2021 1 mention in 1 episode
2020 4 mentions in 2 episodes 2 per episode
2019 1 mention in 1 episode
2018 7 mentions in 1 episode
2017 14 mentions in 1 episode
2015 1 mention in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Houzz, oldest first

Nov 6, 2017
Assertion Not checkable as stated
Oren Zeev: Houzz's only expense at investment was $1,500 AWS hosting
“And their only cost when I met them was 1500 dollar Hosting costs at, you know, for AWS, because they already had users, and already had, like, initial traction”
Oren Zeev Nov 6, 2017 ▶ 18:38 20VC: Oren Zeev on Why Diversification Does Not Work, Thesis Based Investing Is Sceptical & Partners Mostly Stay Together For LPs
Nov 6, 2017 bullish
Disclosure
Oren Zeev: Agreed to invest $2 million in Houzz within 24 hours
“And I told them right there and then, how much money do you want? They said, two million. I'll give you two million. And we agreed on terms. It was very easy, and I put them in touch with the lawyer, because they, you know, they literally, you know, they didn'…”
Oren Zeev Nov 6, 2017 ▶ 19:57 20VC: Oren Zeev on Why Diversification Does Not Work, Thesis Based Investing Is Sceptical & Partners Mostly Stay Together For LPs
Nov 6, 2017 bullish
Prediction Open · timeframe Nov 2020
Oren Zeev predicts Houzz will be his best deal ever
“I think house is going to be my best deal. I think it's going to be massive. I think it's going to be way bigger than people even appreciate today.”
Oren Zeev Nov 6, 2017 ▶ 24:49 20VC: Oren Zeev on Why Diversification Does Not Work, Thesis Based Investing Is Sceptical & Partners Mostly Stay Together For LPs
Nov 6, 2017 positive
Disclosure
Oren Zeev reveals he is Houzz's second-largest shareholder
“I happen to be the main early backer. I, even to this day, I'm the biggest shareholder other than Sequoia, who I brought to the table nine months after invested. So I'm the second, second larger investor to this day after they've raised, you know, after six hu…”
Oren Zeev Nov 6, 2017 ▶ 25:19 20VC: Oren Zeev on Why Diversification Does Not Work, Thesis Based Investing Is Sceptical & Partners Mostly Stay Together For LPs
Jan 8, 2018 positive
Opinion
Hans Tung: Houzz's community-commerce model gives it an advantage over Amazon
“That experience where you have a community, content, and commerce is what we think is extremely differentiated from Amazon. At the same time, it is something that keeps getting users to come back over and over again. I find myself on a house almost once a day,…”
Hans Tung Jan 8, 2018 ▶ 12:11 20VC: Why This Is Just The Start for Consumer Mobile, 3 Lessons China Taught About How To Invest Better In The US & How To Think About The Opportunity Cost of Capital Deployment with Hans Tung, Managing Partner @ GGV Capital
Apr 9, 2018
Insight
Direct online demand marketing wastes capital for early marketplaces
“When generating early demand, one of the more counterintuitive learnings Is that early marketplace demands are dependent on an existing distribution and offline activities. Like for house, for example, you mentioned early health on Tulia was invaluable. And I …”
Paul Hsiao Apr 9, 2018 ▶ 8:35 20VC: Why You Have To Raise $100m+ If You Want To Go Big Today, The 5 Fundamentals To Starting and Scaling A Successful Marketplace & Why Female Founders Under-Promise and Over-Deliver with Paul Hsiao, Founding Partner @ Canvas Ventures
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