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physical product companies

3 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Jul 23, 2018 by Jason Stoffer · across every show →

Everything said about physical product companies, oldest first

Jul 23, 2018
Disclosure
Physical product brands represent only 25% of Maveron's portfolio
“Physical product companies might be a quarter of what we do.”
Jason Stoffer Jul 23, 2018 ▶ 23:09 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
Aug 6, 2018 negative
Insight
Brown: Physical product brands cannot achieve software-style network effects
“If you are building your own product, It's very, very hard to argue that you're going to have the same kind of network effect that a platform business might have because your growth is going to be contingent on how quickly you can build inventory and how quick…”
Nick Brown Aug 6, 2018 ▶ 12:13 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
Aug 6, 2018 neutral
Insight
Brown: DTC physical product companies are tech-enabled retail, not tech companies
“If you are in the business of making your own product and selling that product online, you are a retail company that is tech enabled. You are not a tech company.”
Nick Brown Aug 6, 2018 ▶ 12:01 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
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