Michael Dubin

5 statements across 3 episodes · 3 bullish · 1 bearish · 3 people on the record · first statement Aug 10, 2016 by David Pakman · said 25 times in 6 episodes since 2016 · across every show →

Mentions by year

brought up most by Harry Stebbings (16), David Pakman (4), Woody Marshall (1), Peter Pham (1), Kirsten Green (1), Greg Bettinelli (1), Ethan Kurzweil (1)

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2018 1 mention in 1 episode
2017 2 mentions in 2 episodes 1 per episode
2016 22 mentions in 3 episodes 7 per episode

every mention, scene by scene, with the transcript →

Everything said about Michael Dubin, oldest first

Aug 10, 2016 bullish
Assertion Not checkable as stated
Dollar Shave Club showed extraordinarily low early cohort churn
“I flew to LA quickly and sat down with Michael and his team and started to go through the numbers. And I was very specifically focused on, let me see churn. Let me look, let me see what the early cohort churns are. And they were extraordinarily low.”
David Pakman Aug 10, 2016 ▶ 4:17 20VC: Dollar Shave Club's Series A & B Lead Investor, David Pakman on The Requirements For A Successful Subscription Business & Why A Lot of Investors Do Not Like Consumer
Aug 10, 2016 positive
Disclosure
Dollar Shave Club sold to Unilever to accelerate global scaling
“Michael and the management team were ultimately convinced that Hey, we can get so much bigger, so much more quickly by working with these guys, then continuing on the independent path, and we like them. So that was really what led to the decision to undertake …”
David Pakman Aug 10, 2016 ▶ 16:19 20VC: Dollar Shave Club's Series A & B Lead Investor, David Pakman on The Requirements For A Successful Subscription Business & Why A Lot of Investors Do Not Like Consumer
Aug 10, 2016 negative
Assertion Supported
Over a dozen VCs declined to lead Dollar Shave Club's Series B
“Michael pitched, I don't know, probably at least a dozen firms in the series B where there was some investor interest, but no one who would catalyze around no one who would lead around.”
David Pakman Aug 10, 2016 ▶ 7:54 20VC: Dollar Shave Club's Series A & B Lead Investor, David Pakman on The Requirements For A Successful Subscription Business & Why A Lot of Investors Do Not Like Consumer
Jun 28, 2017 neutral
Disclosure
Bessemer Passed on Dollar Shave Club by Overanalyzing Unit Economics
“It was Dollar Shave Club meeting meeting Michael, the founder there very early on, and just, I was always very, he was just an impressive guy. You could see it in his videos. You can see it in his personality. This is someone that'll just will this thing to su…”
Ethan Kurzweil Jun 28, 2017 ▶ 21:31 20VC: Bessemer's Ethan Kurzweil on How To View Pattern Recognition and Deal With The Anti-Portfolio, The Next Frontier In Developer Focussed Businesses & Why eSports Is Interesting Again
Jul 17, 2017 positive
Opinion
The market overlooked Michael Dubin's serious vision behind Dollar Shave Club
“I think that the market got totally taken by the video, and I think they misread that as a amazing go-to-market gimmick, and they might have missed how amazingly serious Michael is as an entrepreneur and a leader and a businesswoman. Vision that was behind tha…”
Kirsten Green Jul 17, 2017 ▶ 22:42 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
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