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Quince

2 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement Mar 16, 2026 by Gokul Rajaram · said 9 times in 1 episodes since 2026 · across every show →

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brought up most by Gokul Rajaram (9)

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Everything said about Quince, oldest first

Mar 16, 2026 bullish
Assertion Not checkable as stated
Quince achieved a 35% to 40% repeat purchase rate at $100M valuation
“Quince, for example, had an incredible 35 to 40% repeat purchase rate, which was like higher retention than most consumer apps, and so I should have paid more attention to that versus dismissing it.”
Gokul Rajaram Mar 16, 2026 ▶ 1:06:26 Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
Mar 16, 2026 negative
Disclosure
Rajaram: Passed on Quince at $100M valuation before $10B raise
“Quince recently raised a ten billion. I saw Quince four years ago when it was at a hundred million valuation. And I was like a D to C company. D to C companies are kind of on the downswing. How, how good can this company be? What do you know, so I literally ju…”
Gokul Rajaram Mar 16, 2026 ▶ 1:05:46 Gokul Rajaram: How to Analyse for Durability and Defensibility in a World of AI · 20VC with Harry Stebbings
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