Jet.com

6 statements across 5 episodes · 3 bullish · 2 bearish · 4 people on the record · first statement Sep 5, 2016 by Ben Lerer · said 37 times in 22 episodes since 2015 · across every show →

Mentions by year

brought up most by Harry Stebbings (23), David Teten (3), Nicole Quinn (2), Ted Wang (1), Peter Pham (1), Paul Martino (1), Jeremy Liew (1), Jeff Immelt (1)

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2021 4 mentions in 2 episodes 2 per episode
2019 13 mentions in 8 episodes 2 per episode
2018 8 mentions in 3 episodes 3 per episode
2017 6 mentions in 5 episodes 1 per episode
2016 3 mentions in 3 episodes 1 per episode
2015 3 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Jet.com, oldest first

Sep 5, 2016 bullish
Prediction Held up
Ben Lerer: Legacy retail and media will heavily acquire DTC startups
“The last few weeks in retail, I mean, just look at the jet and dollar shave acquisitions. You're seeing, these are the first dominoes in what will be a bunch of dominoes falling. I believe in consolidation where the traditional guys in retail, the traditional …”
Ben Lerer Sep 5, 2016 ▶ 19:22 20VC: Lerer Hippeau's Ben Lerer on 'Investing With Imagination', Strategies To Avoid Fomo & Develop Pattern Recognition As An Investor and Why We Have Seen The Rise of Direct To Consumer Business & Will This Continue With Further M&A
Jul 17, 2017 positive
Assertion Supported
Forerunner is the only VC in Dollar Shave Club and Jet.com
“Forerunner Ventures is the only VC firm to invest in both Dollar Shave Club and Jet.com, two of the biggest and highest profile e-commerce exits in recent years”
Harry Stebbings Jul 17, 2017 ▶ 0:37 20VC: VC of The Year: Forerunner's Kirsten Green on 2 $Bn+ Exits in 1 Year, Why We Are In The Very Early Innings For Commerce & How Brand Has Fundamentally Changed Over The Last Decade
Sep 4, 2017 negative
What-if
Walmart could have bought Jet.com for one dollar by waiting
“That would have, they could have had that for a dollar if they just would have waited.”
Phil Black Sep 4, 2017 ▶ 21:17 20VC: True Ventures Founder, Phil Black on 4 Major Risk Categories for Startups, Why The Funding Gap Is At The "Rational B" Round & Why VCs Must Start Small But Think Big
Sep 4, 2017 bearish
Disclosure
Phil Black named Jet.com, Zenefits, and Magic Leap as struggling unicorns
“So I had a Twitter post about this about, I don't know, nine months ago. And I said my three favorite unicorns that I think are in trouble were at that time, jet.com, Zenefits, and Magic Leap.”
Phil Black Sep 4, 2017 ▶ 20:50 20VC: True Ventures Founder, Phil Black on 4 Major Risk Categories for Startups, Why The Funding Gap Is At The "Rational B" Round & Why VCs Must Start Small But Think Big
Jan 22, 2018 positive
Assertion Supported
Forerunner Ventures is sole firm invested in both Jet.com and Dollar Shave Club
“Fun fact, they're the only firm to have investments in both Jet.com and Dollar Shave Club, two of the biggest and highest profile e-commerce exits in recent years.”
Harry Stebbings Jan 22, 2018 ▶ 0:27 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
Jul 12, 2021
Assertion Not checkable as stated
Marc Lore: Walmart Acquired Jet.com for Talent and Tech, Not Customers
“When Walmart made the acquisition, that was a, probably the single biggest reason why they were interested in spending three billion dollars for Jet. It certainly wasn't the market penetration, the customers that they were buying. They were buying the team and…”
Marc Lore Jul 12, 2021 ▶ 31:56 20VC: Jet.com's Marc Lore on How To Assess Human Potential and "The Resume Test", Why Chief People Officer Should be One of Your First Hires and Why We Need a New Type of Venture Capital
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