“The single best way to hire someone into an organization is for them to reach out to you with a vision for how your organization gets better.”
quote is from the automated transcript, cleaned for reading:
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More from Dan Gill
Disclosure
Dan Gill would pass on investing in OpenAI, Anthropic, and xAI
“I wouldn't invest in any of them. I think that the foundational models are trending towards commoditization and it's gonna be difficult to capture all of the gains relative to what, you know, Google, Google can capture and Microsoft can capture and others.”
Dan GillJan 8, 2025▶ 1:04:37Dan Gill, CPO @Carvana: The Most Wild Story in Public Markets | E1243 · 20VC with Harry Stebbings
Opinion
Dan Gill: Exceptional outcomes require exceptional effort, which isn't for everyone
“No. And I would say it's not for everyone. I also think if you want to be exceptional, there is no other route. Exceptional outcomes require exceptional effort period.”
Dan GillJan 8, 2025▶ 2:56Dan Gill, CPO @Carvana: The Most Wild Story in Public Markets | E1243 · 20VC with Harry Stebbings
Insight
Carvana would reject $100M in SaaS revenue if it distracts from core
“We could license so many pieces of software that we've built. There's a lot of companies in, in our industry that would love to use software that we've built. The idea of us generating. Ten million dollars of incremental SAS revenue or a hundred million dollar…”
Dan GillJan 8, 2025▶ 22:52Dan Gill, CPO @Carvana: The Most Wild Story in Public Markets | E1243 · 20VC with Harry Stebbings
AssertionSupported
Carvana sold more cars after eliminating nationwide free shipping
“And what ended up happening Is as a result, we unclogged our network from sort of wasted excess transport that brought delivery times down for everyone. We have fewer late deliveries from this sort of excess clogging of the network and we sell more cars. So by…”
Dan GillJan 8, 2025▶ 25:28Dan Gill, CPO @Carvana: The Most Wild Story in Public Markets | E1243 · 20VC with Harry Stebbings
Opinion
Carvana's deterministic, algorithmic systems give it a structural AI advantage over dealerships
“Whereas in our world, all of these systems are deterministic and algorithmic and have been built that way from day zero. And so we can have an LLM tell you, Harry, given your credit score and the VIN of the vehicle that you entered you have 3000 dollars of pos…”
Dan GillJan 8, 2025▶ 44:31Dan Gill, CPO @Carvana: The Most Wild Story in Public Markets | E1243 · 20VC with Harry Stebbings
PredictionNot checkable as stated
Carvana aims to become the 'Amazon for cars' by distributing third-party vehicles
“I think that we should be selling other people's cars and we want to be Amazon for cars. We want to be able to distribute the cars that consumers want.”
Dan GillJan 8, 2025▶ 46:59Dan Gill, CPO @Carvana: The Most Wild Story in Public Markets | E1243 · 20VC with Harry Stebbings
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