Rebecca Kaden

18 statements across 3 episodes · 9 bullish · 4 bearish · 1 people on the record · first statement Mar 23, 2016 by Rebecca Kaden · said 26 times in 13 episodes since 2016 · across every show →

On the record as a speaker too: Rebecca Kaden's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Harry Stebbings (24), Mike Mignano (1), Arielle Zuckerberg (1)

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02420162017201820192020202120222023202420252026episodes it came up in
00224420162017201820192020202120222023202420252026episodesmentions per episode
2026 1 mention in 1 episode
2024 1 mention in 1 episode
2020 3 mentions in 1 episode
2019 4 mentions in 1 episode
2018 9 mentions in 4 episodes 2 per episode
2017 4 mentions in 2 episodes 2 per episode
2016 4 mentions in 3 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Rebecca Kaden, oldest first

Mar 23, 2016 positive
Insight
Kaden: Face-to-face interaction beats public writing for VC pattern recognition
“The strategy that I've taken the most and it could adopt over time is kind of feet on the street, really digging in with entrepreneurs having conversations often face to face and really understanding how they think that's been the most valuable for me in devel…”
Rebecca Kaden Mar 23, 2016 ▶ 4:15 20VC: Maveron's Rebecca Kaden on The Patterns Of Entrepreneurship and Taking A Consumer Product From Niche To Mass Market
Oct 1, 2018
Insight
Kaden: Referral and retention are the earliest signs of customer love
“And often the earliest indication of that is referral and retention, because when we love something, what we do is we come back and we tell our friends”
Rebecca Kaden Oct 1, 2018 ▶ 11:26 20VC: USV's Rebecca Kaden on Whether Venture Returns Can Be Made At Scale In Consumer Today & How To Navigate Consumer Investing In A World of Amazon
Oct 1, 2018 bullish
Disclosure
Kaden: Maveron's Allbirds investment scaled with high capital efficiency
“There are companies that are scaling even in direct-to-consumer brands, and they're scaling with capital efficiency, you know, invested in Allbirds at Maveron. It's going really well, and they're extremely capital efficient, and customers love it, and they com…”
Rebecca Kaden Oct 1, 2018 ▶ 17:54 20VC: USV's Rebecca Kaden on Whether Venture Returns Can Be Made At Scale In Consumer Today & How To Navigate Consumer Investing In A World of Amazon
Oct 1, 2018 positive
Opinion
Kaden: Everlane succeeds because shopping there functions as an identity statement
“One thing that I always say about Everlane is that it's become an identifier for a customer. A customer that says, I shop at Everlane, thinks that they're saying something about themselves, not only about what they wear, and I think that's really powerful.”
Rebecca Kaden Oct 1, 2018 ▶ 12:26 20VC: USV's Rebecca Kaden on Whether Venture Returns Can Be Made At Scale In Consumer Today & How To Navigate Consumer Investing In A World of Amazon
Oct 1, 2018 bullish
Prediction Not checkable as stated
Kaden: Massive new consumer brands will emerge in legacy industries
“They're super hard, but there's a lot to be done there, and I think we are seeing and will continue to see massive new consumer brands emerge.”
Rebecca Kaden Oct 1, 2018 ▶ 8:13 20VC: USV's Rebecca Kaden on Whether Venture Returns Can Be Made At Scale In Consumer Today & How To Navigate Consumer Investing In A World of Amazon
Oct 1, 2018 neutral
Insight
Kaden: Internet and blockchain investing require fundamentally different approaches
“You can't approach the internet investing landscape and the blockchain investing landscape in the same way because they're two extremely different profiles of markets and timelines, and we think that has a lot of risk involved.”
Rebecca Kaden Oct 1, 2018 ▶ 22:38 20VC: USV's Rebecca Kaden on Whether Venture Returns Can Be Made At Scale In Consumer Today & How To Navigate Consumer Investing In A World of Amazon
Oct 1, 2018 positive
Opinion
Rebecca Kaden: Crypto and blockchain ecosystems should be regulated
“We don't think it should be unregulated. We think it should be regulated.”
Rebecca Kaden Oct 1, 2018 ▶ 24:14 20VC: USV's Rebecca Kaden on Whether Venture Returns Can Be Made At Scale In Consumer Today & How To Navigate Consumer Investing In A World of Amazon
Oct 1, 2018 neutral
Prediction Not checkable as stated
Kaden: Direct-to-consumer brand fragmentation is temporary and will consolidate
“I actually think we're right now in a moment of fragmentation where it's just easier than ever to start standalone brands because the channels to speak directly to customers as well as to create a supply chain, manage logistics, build your platform are easier …”
Rebecca Kaden Oct 1, 2018 ▶ 19:10 20VC: USV's Rebecca Kaden on Whether Venture Returns Can Be Made At Scale In Consumer Today & How To Navigate Consumer Investing In A World of Amazon
Oct 1, 2018 bearish
Prediction Held up
Kaden: USV will not invest in startups competing directly with Amazon
“So the short answer is I don't want to invest In companies that think they're going to take down Amazon right now, because I believe it's extremely difficult, particularly at the stage we're going at.”
Rebecca Kaden Oct 1, 2018 ▶ 13:42 20VC: USV's Rebecca Kaden on Whether Venture Returns Can Be Made At Scale In Consumer Today & How To Navigate Consumer Investing In A World of Amazon
Oct 1, 2018 negative
Insight
Kaden: Paid ads on Google and Facebook enrich platforms, not startups
“I, you know, I think Peter Fenton's also making a comment on the acquisition landscape where most of paid acquisition is coming through these third party platforms like Facebook or Google, where you're actually largely boosting the equity value of the platform…”
Rebecca Kaden Oct 1, 2018 ▶ 7:24 20VC: USV's Rebecca Kaden on Whether Venture Returns Can Be Made At Scale In Consumer Today & How To Navigate Consumer Investing In A World of Amazon
Oct 1, 2018 bearish
Opinion
Kaden: Voice and VR remain far from consumer adoption tipping points
“There are new platforms if you think about something like voice or VR, but we're pretty far from those consumer adoption tipping points, or so it seems.”
Rebecca Kaden Oct 1, 2018 ▶ 7:04 20VC: USV's Rebecca Kaden on Whether Venture Returns Can Be Made At Scale In Consumer Today & How To Navigate Consumer Investing In A World of Amazon
Oct 1, 2018 positive
Opinion
Kaden: Peter Fenton and Jeremy Levine are top consumer investors
“Look, I think Peter Fenton and Jeremy Levine are probably two of the best consumer investors of all time, and I, you know, I take everything they say, I read up on and take to heart, and I don't think they're wrong.”
Rebecca Kaden Oct 1, 2018 ▶ 6:13 20VC: USV's Rebecca Kaden on Whether Venture Returns Can Be Made At Scale In Consumer Today & How To Navigate Consumer Investing In A World of Amazon
Oct 1, 2018 neutral
Insight
Kaden: Investing relying on incumbent acquirers is unpredictable and risky
“I do think there's a continued appetite among the incumbents to buy their way into innovation and the millennial mindset and these new brands, but I think it's very hard to set out as an investor or as an entrepreneur with that intent. I think it's unpredictab…”
Rebecca Kaden Oct 1, 2018 ▶ 18:28 20VC: USV's Rebecca Kaden on Whether Venture Returns Can Be Made At Scale In Consumer Today & How To Navigate Consumer Investing In A World of Amazon
Nov 17, 2023 positive
Opinion
Kaden: Dedicated seed funds can beat multi-stage firms by finding founders early
“A dedicated seed fund that can be focused on meeting people before it's obvious when they're just getting started and put all the energy there can absolutely get in it.”
Rebecca Kaden Nov 17, 2023 ▶ 3:53 Roundtable #6 with Rebecca Kaden, Nicole Quinn, Eurie Kim, Harry Stebbings | E1083 · 20VC with Harry Stebbings
Nov 17, 2023 negative
Prediction Not checkable as stated
Kaden: Most struggling startups will die rather than be acquired
“I think we might see a little bit of M&A, but I actually think that M&A is really hard right now. I think you're just going to see a lot of them unfortunately die because M&A works if some other piece has a lot of cash, right? Or has a lot of asset and you're …”
Rebecca Kaden Nov 17, 2023 ▶ 34:29 Roundtable #6 with Rebecca Kaden, Nicole Quinn, Eurie Kim, Harry Stebbings | E1083 · 20VC with Harry Stebbings
Nov 17, 2023
Prediction Held up
Kaden: Seed-stage startup mortality rates will rise significantly
“I think we have way increased mortality rates.”
Rebecca Kaden Nov 17, 2023 ▶ 32:47 Roundtable #6 with Rebecca Kaden, Nicole Quinn, Eurie Kim, Harry Stebbings | E1083 · 20VC with Harry Stebbings
Nov 17, 2023 bullish
Prediction Not checkable as stated
Kaden: Non-consensus ideas will drive future venture capital returns
“We are increasingly back to an era where the returns are going to be created through outsized and better ideas and hypotheses versus then consensus.”
Rebecca Kaden Nov 17, 2023 ▶ 4:07 Roundtable #6 with Rebecca Kaden, Nicole Quinn, Eurie Kim, Harry Stebbings | E1083 · 20VC with Harry Stebbings
Nov 17, 2023 bullish
Insight
Kaden: AI application-layer tools will capture significant market value
“If you believe all of the value is going to aggregate in a very small number of underlying models and platforms, that may be correct, but I think what you're hearing here is there's a tremendous amount of excitement around application layer and point solution …”
Rebecca Kaden Nov 17, 2023 ▶ 25:29 Roundtable #6 with Rebecca Kaden, Nicole Quinn, Eurie Kim, Harry Stebbings | E1083 · 20VC with Harry Stebbings
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