consumers
also referred to as: consumer
28 statements across 25 episodes · 14 bullish · 6 bearish · 18 people on the record · first statement Jul 16, 2017 by Jeff Jordan · across every show →
Everything said about consumers, oldest first
Jul 16, 2017 negative
Jan 2, 2019
Jan 2, 2019 negative
Andreessen: Consumers who use weak passwords should be held legally liable
“Consumers like who use bad passwords, like ought to be held liable for the consequence. Like consumers at some point, like at some point as an adult, you learn that when you leave your house at night, you lock the door, right? Consumers at some point are going…”
Jan 2, 2019
Jan 2, 2019
Consumers willingly pay for physical goods but resist paying for software
“Oh, I think more so true today than ever before, because there's so many different types of intangible goods. You're kind of hit, like, if you were to pay full price for every iPhone app that you ever touched, it's like, you'd be paying five dollars every day …”
Jan 2, 2019
Jan 2, 2019 bullish
Jan 2, 2019
Jan 2, 2019 neutral
Jan 2, 2019 positive
Rampell: Credit card network moats are reinforced by high consumer rewards
“Well, the interesting thing there is that it's kind of a double moat that protects them, because not only do they have a network effect, but they also have this bizarre incentive where if a 2.5% fee is being charged to the merchant, well, the consumer is being…”
Jan 2, 2019 negative
Rampell: Capping Australian interchange fees transferred wealth to merchants, not consumers
“And actually, you know, in Australia, where interchange went down dramatically, it's like 50 basis points. Rewards went away. You didn't get your miles anymore. And then it was a giant transfer of wealth from the banks to the merchants, but none of that went b…”
Jan 2, 2019 negative
Rampell: B2B2C portals fail because consumers identify with partner brands like Geico
“We could build a portal where they come back, but no, we couldn't because they didn't really know who we were. Like they knew Geico, they knew WinZip, and that's one of the other reasons why at least where the C at the end of the B to B to C Is a consumer. Thi…”
Feb 10, 2020 positive
Aug 7, 2020 negative
Mar 1, 2023 bullish
AI legal assistants will dismantle predatory business models with automated lawsuits
“I think people will have assistance in courtrooms. I think that consumer rights, they'll have AI general counsels sitting on their shoulder, making sure that these companies aren't ripping them off, and it will just create a more efficient world where companie…”
Mar 23, 2023 neutral
May 3, 2023 positive
Apr 2, 2024 bullish
Jun 6, 2025 bullish
Aug 4, 2025 bullish
Aug 21, 2025 positive
Sep 10, 2025 positive
Sep 17, 2025 bullish
Sep 17, 2025 bullish
Oct 6, 2025
Oct 22, 2025 bullish
Oct 22, 2025 bullish
Acharya: Consumers will happily pay more subscriptions as software capabilities expand
“And then look, I think the second thing is software can do so much more for us than it could five years ago. Like it's incredibly ambitious. So sure. Maybe I'll have more subscriptions, but the parts of my life that are addressed by software are so much more s…”