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ShopKeep

2 statements across 1 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Aug 9, 2024 by Dax Dasilva · said 3 times in 1 episodes since 2024 · across every show →

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brought up most by Dax Dasilva (3)

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2024 3 mentions in 1 episode

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Everything said about ShopKeep, oldest first

Aug 9, 2024 negative
Assertion Partly supported
Dasilva: Early POS rivals raised hundreds of millions on simple initial products
“They started to come out and even though they were very simple, they had hundreds of millions of dollars being funneled into them.”
Dax Dasilva Aug 9, 2024 ▶ 10:44 Dax Dasilva: $900M ARR at $2.6BN Market Cap?! Lightspeed, The Most Undervalued Public Company |E1188 · 20VC with Harry Stebbings
Aug 9, 2024 negative
What-if
Dasilva: Lightspeed should have launched its cloud product earlier
“We could have done it a couple of years earlier and it could have benefited us to have done it a few years earlier. Our cloud product was out by, you know, 2000 13. You know, Square some other folks like Shopkeep had which we acquired later maybe had a couple …”
Dax Dasilva Aug 9, 2024 ▶ 9:25 Dax Dasilva: $900M ARR at $2.6BN Market Cap?! Lightspeed, The Most Undervalued Public Company |E1188 · 20VC with Harry Stebbings
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