Andrew Chen
33 statements across 9 episodes · 13 bullish · 2 bearish · 1 people on the record · first statement Dec 8, 2018 by Andrew Chen · said 4 times in 4 episodes since 2024 · across every show →
On the record as a speaker too: Andrew Chen's record, appearances and statements → this page counts the times other people say the name.
Mentions by year
brought up most by Marc Andreessen (2), Margit Wennmachers (1), Erik Torenberg (1)
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2025 2 mentions in 2 episodes 1 per episode
2024 2 mentions in 2 episodes 1 per episode
Everything said about Andrew Chen, oldest first
Dec 8, 2018
Andrew Chen's Three-Part Framework for Breakthrough Consumer Startups
“One of the easy ways to think about the intersection of all the things that I'm looking for are ultimately these three things, which is a new platform, a new technology that's hitting scale, right? Maybe it's providing a product experience that maybe has never…”
Dec 8, 2018 positive
Visible Offline Experiences Act as Triggers for App Acquisition
“Any kind of product that has this highly visible offline experience, and I'll give you a couple examples coming up, but these offline experiences, these physical real life experiences that then remind you like, hey, I should go, you know, open up the app that …”
Jan 2, 2019
Chen: Exponential growth curves are usually combinations of multiple linear initiatives
“A lot of times when you're looking at what seemingly is an exponential growth curve, in fact, it's really something like, oh, you're opening in a bunch of new markets, right? So there's sort of a linear line there, but then you're also introducing products at …”
Jan 2, 2019
Jan 2, 2019
Jan 2, 2019
Chen: Low-frequency platforms should track upstream engagement signals, not transactions
“One of the things that companies can often do is to measure upstream signal. So for example, Zillow, you're probably not going to buy a house very often, right? Maybe, you know, a couple times in your life. However, what's really interesting is they can say, w…”
Jan 2, 2019
Chen: Cutting ride-share wait times below five minutes does not boost conversion
“So for example, in Rideshare, if you are going to get a car called 15 minutes versus 10 minutes, that's very meaningful. But if it's, you know, five minutes versus two minutes, your conversion rate doesn't actually go up.”
Jan 2, 2019
Chen: E-books and games drive high engagement but poor retention
“Versus if you look at something like games or ebooks or, you know, those kinds of products, like really high engagement because you're like, all right, I'm going to get to, I'm going to finish this like trashy science fiction novel that I've been reading. I'm …”
Jan 2, 2019
Jan 2, 2019
Chen: Extra push notifications can inadvertently lower DAU/MAU ratios
“The challenging thing is actually usually sending out more notifications will actually cause more of your casual users to show up, because your hardcore users were already kind of showing up, you know, already. And what that does is that'll increase your month…”
Jan 2, 2019
Jan 2, 2019
Chen: Geographic cohort segmentation acts as a natural A/B test
“For a bunch of hyperlocal type businesses, the reason why segmenting it based on market geography, why that's so valuable, is because then you can compare markets against each other. You can say, well, you know, this market, which has much more density in term…”
Jan 2, 2019 neutral
Chen: Scaling startups shift focus from acquisition to retention, then resurrection
“The evolution of most of these companies, as they're getting bigger, tends to start with acquisition, Then focus much more on, you know, churn and retention, and then ultimately also to layer in resurrection as well.”
Jan 2, 2019 positive
Jan 2, 2019 positive
Chen: Product engagement is the primary leading indicator for enterprise growth
“That is why one of the really interesting things that Martin and you and I end up talking about with these bottoms up companies is evaluating the engagement on the products using consumer metrics, because often it's the engagement. That's really the leading in…”
Jan 2, 2019 positive
Jan 2, 2019 positive
Chen: Horizontal enterprise products spread faster because all employees can use them
“Things like Dropbox, Asana, Slack. These are all things that everyone in your company can use. And so naturally is going to spread much faster because At every moment, each node in the network is gonna be able to have access to all 15 to 30 people around them …”
May 3, 2019 positive
Andrew Chen: Declining retail malls create attractive real estate opportunities for VR
“On retail, it's not a bet towards the success of the future of malls and the future of these retail spaces. It's actually kind of a bet against it. It's actually saying, like, look, there's actually really attractive retail opportunities because of the fact th…”
May 3, 2019 neutral
May 3, 2019 positive
May 3, 2019 positive
May 3, 2019
Andrew Chen: Gaming DNA is the best foundation for location-based VR
“I came into this thinking, Of, you know, if you're gonna bet on a theme park plus plus, film plus plus, arcade plus plus, or gaming plus plus, like of all those DNAs as kind of the root, that I would bet on the games piece you know, like more than anything els…”
May 3, 2019 bullish
May 4, 2019
Andrew Chen: Location-based entertainment requires interactive gaming mechanics for replayability
“I'll bet on something interactive, ah, any day, because that's how you get the frequency, that's how you get, you know, in, in terms of all of our, you know, interest in everything from, you know, e-sports and streaming and so on, that you sort of need to actu…”
May 4, 2019
May 4, 2019 negative
Andrew Chen: The VR industry rushed to consumer homes too early
“As an industry what we sort of seem to want to do with VR was basically invent the technology and then immediately bring it home. Right. Into homes. Right. And that's certainly not what happened in the, in, in, in the, you know in the film industry because the…”
Jun 7, 2019 positive
Chen: Game developers must design for streamability, not just playability
“Now that this has, is very clearly a you know, major sort of like growth hack to be able to generate to make things that are streamable, now I think you have to, you know, almost work backwards, right? If you're working on a new you know, if you're working on …”
Jun 7, 2019 positive
Chen: Major gaming genres like Battle Royale originated as mods
“League of Legends was, you know, sort of a derivative of you know, Dota originally, like more polished, which was a mod on top of Warcraft III, and, you know, and there's many, many games that sort of have this, you know, flavor. To it and also all, now all th…”
Jun 7, 2019 neutral
Chen: Watching others play games delivers 20% of direct enjoyment
“It turns out that watching somebody enjoy something, it gives you like, I don't know, 20% of the same enjoyment as like actually getting it yourself, and then it just turns out that then watching people, you know, play you know, games you know, also kind of is…”
Jun 7, 2019 positive
Chen: Game studios build network effects via competition, streaming, and UGC
“E-sports and sort of this tournament play and, you know, the competitive aspect, that's one version of this. Being able to create a streamable thing, which then, you know, has a community around you know, your whole product, that's another version of this. And…”
Mar 16, 2020 bullish
Sep 2, 2025 neutral