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supply

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Dec 28, 2015 by Boris Wertz · said 2 times in 1 episodes since 2024 · across every show →

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brought up most by David Frankel (2)

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2024 2 mentions in 1 episode

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Everything said about supply, oldest first

Dec 28, 2015
Insight
Wertz: Early-stage marketplaces must almost always focus first on supply
“Ultimately you usually always have to start with supply and kind of getting something onto the platform that key people can buy.”
Boris Wertz Dec 28, 2015 ▶ 16:15 20 VC: The Ultimate Guide To Marketplaces with Boris Wertz, Founding Partner @ Version One Ventures
Oct 14, 2024 negative
Disclosure
Frankel: Founder Collective passed on Pinterest due to portfolio conflict
“The first thing that comes to mind is like Pinterest. The founders came to us and we had a conflict. We had a very strong associate in Zach Klein, who was the chairman of supply. We, we'd invested in supply. We couldn't make the investment.”
David Frankel Oct 14, 2024 ▶ 6:55 David Frankel, MP @Founder Collective: Investing Lessons from Seeding Coupang, Pillpack & Suno|E1214 · 20VC with Harry Stebbings
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