The Ledger
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Davis: VC diversity pipeline arguments disguise exclusionary hiring practices
“You're either saying in the entire world, there are not minority groups in this industry as clever as we are, which I don't think anyone's intending, or you're saying that you fundamentally have set up your recruiting processes in a way that excludes them. You…”
Davis: Traditional brands rely on shelf hegemony, not true brand loyalty
“I think what a lot of brands are about to find out with the advent of Amazon is that they don't have as much brand loyalty as they think they do. They have product loyalty and shelf hegemony.”
Davis: Amazon won multi-brand e-commerce; new entrants must build single brands
“My thesis around e-commerce investing was that multi-brand e-commerce had already been won by Amazon, which was true then. It's even truer today. And if you wanted to play in e-commerce, you had to go the branded route.”
Davis: Early DTC giants won primarily through supply chain efficiencies
“Warby Parker and Harry's and Dollar Shave Club and so on and so forth were doing wonderful things. They'd typically been supply chain disruption businesses, and they'd been targeting efficiencies in the supply chain to give the customer a cost saving or an eff…”