retail

“What stuck with me over the years was every, every weekend, there'd be these super sales for 20% off. Families would come in, spend thousands of dollars, and what was weird was every Monday things would be 40% off, and it was rinse and repeat. You would push p…”

“E-commerce is a two to three trillion dollar market with retail being 10 times bigger than that.”

“It's not that retail is dying. It's that there's a few formats of retail that are no longer working, but those formats are highly visible.”

“As retail is replatformed, it will only get easier to start brands and organize all the pieces of the value chain to get product to market quickly.”

“I think the loss ratio generally should be lower because you can underwrite a more stable business. So because valuation multiples are lower within e-commerce and retail investing, the ability to massively overvalue a business with very low revenue Who might a…”

“It's a six trillion dollar market. It's been growing for nearly a decade.”

“One thing I've discovered is there's a lot more demand for venture scale return, or I should say venture skew of returns among retail than you would previously think.”

“I have historically viewed Solana as a very tourist thing, you know, because it came in kind of right at the beginning of the last bull markets. It was, you know, aggressively marketing. There's also one of these insider VC coins that sold a lot to early insid…”

“With pre-IPO, with prediction markets, retail gets access to these markets earlier and earlier.”