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
Assertion Not checkable as stated
Traditional Retail Models Keep Consumer Brands Blind to Buyer Identities
“The brands in many cases don't even know what the consumer is buying, and they certainly don't know who the consumer is that is buying.”
Jeff Jordan Jul 16, 2017 ▶ 0:37 How 'Going Direct' Changes Everything: for Brands, Retail, Marketing, and Advertising
Jan 2, 2019
Insight
Jordan: Consumers ultimately bear the costs of credit card fees
“And, you know, and a lot of people thinks the merchants pay that. I believe the consumer pays that, you know, just because the merchants pass on the cost, you know, for their profit margins.”
Jeff Jordan Jan 2, 2019 ▶ 20:10 a16z Podcast | Ecommerce and the Holiday Shopping Collision
Jan 2, 2019 negative
Opinion
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…”
Marc Andreessen Jan 2, 2019 ▶ 14:04 a16z Podcast | Security's Painful Prominence and Why There is No Turning Back
Jan 2, 2019
Assertion Supported
Evans: Consumers took 80 billion film photos globally in 1999
“Just for contrast, in to 1999, about eighty billion photos were taken by consumers on film.”
Benedict Evans Jan 2, 2019 ▶ 8:02 a16z Podcast | For Google, Android is a Tactic and Cloud is a Strategy
Jan 2, 2019
Insight
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 …”
Alex Rampell Jan 2, 2019 ▶ 6:47 a16z Podcast | Money, Risk, and Software
Jan 2, 2019
Prediction Not checkable as stated
Beshara: Merchant savings from lower payment fees will reach consumers
“Well, if it goes to the merchant, then it will go to the consumer. And it might not be a complete hundred percent pass through, but I'd say that the transfer of wealth will make it its way to the consumer. It just always does.”
James Beshara Jan 2, 2019 ▶ 13:29 a16z Podcast | The Future of Money and Monetization
Jan 2, 2019 bullish
Prediction Not checkable as stated
Milk: VR user-generated content will transform consumer memory capture
“UGC is very difficult at the moment, but it will be, it will transform an industry of consumers capturing memories and replaying them.”
Chris Milk Jan 2, 2019 ▶ 25:09 a16z Podcast | VR, AR, and Beyond: The New Medium of Human Experience
Jan 2, 2019
Assertion Not checkable as stated
Horowitz: Image quality is the top criterion for every camera consumer
“Every argument for building consumer product always comes back to how can you sell a premium product with subpar image quality? Because image quality is the number one criteria for every single consumer.”
Ben Horowitz Jan 2, 2019 ▶ 24:10 a16z Podcast | Startups, Pivots, Culture, and Timing (Oh Shit!)
Jan 2, 2019 neutral
Prediction Not checkable as stated
Rep. Schweikert: Most users won't know they are using blockchain
“Most of the consumers, most of government, isn't going to need to know that it's running on a distributive ledger rails.”
Congressman David Schweikert Jan 2, 2019 ▶ 17:19 a16z Podcast | The Blockchain, in Congress
Jan 2, 2019 positive
Insight
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…”
Alex Rampell Jan 2, 2019 ▶ 13:31 a16z Podcast | The Evolution of Payments
Jan 2, 2019 negative
Assertion Not checkable as stated
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…”
Alex Rampell Jan 2, 2019 ▶ 13:49 a16z Podcast | The Evolution of Payments
Jan 2, 2019 negative
Insight
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…”
Alex Rampell Jan 2, 2019 ▶ 3:52 a16z Podcast | B2B2C
Feb 10, 2020 positive
Insight
Hefetz: Consumers prioritize utility and access over owning fixed assets
“There's a new guard for how consumers are thinking about large dollar fixed asset investments, which is they are solving for use, experience, and ultimately access.”
Adena Hefets Feb 10, 2020 ▶ 2:10 A Novel Path to Homeownership
Aug 7, 2020 negative
Prediction Not checkable as stated
Yoo: Consumers will sever longstanding provider relationships for affordability and access
“Affordability will become even more prominent of a focus. And as a result, I believe that consumers will be willing to sever longstanding provider relationships in the name of affordability and access.”
Julie Yoo Aug 7, 2020 ▶ 3:43 Healthcare: The Great Unlock
Mar 1, 2023 bullish
Prediction Not checkable as stated
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…”
Joshua Browder Mar 1, 2023 ▶ 29:03 The Robot Lawyer Resistance with Joshua Browder of DoNotPay
Mar 23, 2023 neutral
Insight
Zach Cohen: Consumers in ticketing marketplaces are loyal only to price
“But it's just interesting to see that the ticket marketplace is still very transaction focused. Consumers are not loyal. They're loyal to price.”
Zach Cohen Mar 23, 2023 ▶ 30:54 The Marketplace 100: A Glimpse Into the Future of Commerce
May 3, 2023 positive
Insight
Plagemann: Media brands must anticipate consumer behavior and guide consumption habits
“But you need to anticipate consumers' behavior, and you need to get there before they're there, and then when you're there, you need to guide them and teach them how to consume your content in a new way.”
Susan Plageman May 3, 2023 ▶ 6:52 Digital Branding: Lessons from Vogue, Monetizing Social, Creator Tips | Field Notes with Connie Chan
Apr 2, 2024 bullish
Insight
Andreessen: Tech-driven price deflation acts like a real-wage increase
“When technology is allowed to work, it's magic. Like prices crash in a way that's just great for consumers and it's equivalent of a giant, basically, you know, when prices drop is equivalent of a raise.”
Marc Andreessen Apr 2, 2024 ▶ 1:50:49 Politics & the Future of Tech
Jun 6, 2025 bullish
Prediction Not checkable as stated
Anish Acharya: Consumer tech spend will expand to food and rent
“In the future, you're gonna see consumer span to be like food rent software.”
Anish Acharya Jun 6, 2025 ▶ 0:11 The State of Consumer Tech in the Age of AI
Aug 4, 2025 bullish
Prediction Not checkable as stated
Patel: Consumers will prefer AI over humans once capabilities align
“I think a lot of sectors economy look like this, where we're like, we're assuming people will care about having a human, but in fact, they will not.”
Dwarkesh Patel Aug 4, 2025 ▶ 8:29 Dwarkesh Patel and Noah Smith on AGI and the Economy
Aug 21, 2025 positive
Insight
Immerman: Economic surplus created by technology typically accrues to consumers
“So generally when technology is introduced, you see a surplus and most of that typically goes back to the consumer.”
Alex Immerman Aug 21, 2025 ▶ 27:40 Can AI Fix Housing and Healthcare Affordability?
Sep 10, 2025 positive
Assertion Supported
Acharya: AI consumer software is commanding unprecedented $300 monthly pricing
“Google's top SKU is 250 a month. Grox is 300 a month. I don't think we've ever seen a time where consumers were paying those kinds of prices.”
Anish Acharya Sep 10, 2025 ▶ 11:29 Chris Dixon on How to Build Networks, Movements, and AI-Native Products
Sep 17, 2025 bullish
Prediction Not checkable as stated
Moore: AI tools will manage full shopping journeys
“This is probably going to be happening more and more, From the research side of things all the way to making purchases probably agentically when prices are right”
Justine Moore Sep 17, 2025 ▶ 5:57 The Death of Search: How Shopping Will Work In The Age of AI
Sep 17, 2025 bullish
Prediction Not checkable as stated
Rampell: Consumers will adopt automated agentic purchasing
“Allow for automatic action on information. Like, people will do that, because we have observed that behavior today.”
Alex Rampell Sep 17, 2025 ▶ 4:48 The Death of Search: How Shopping Will Work In The Age of AI
Oct 6, 2025
Insight
Wang: In China's economy, consumers and state win while investors lose
“So, you know, socialism with Chinese characteristics also means to me investors and companies kind of lose. They're pretty miserable. Consumers win, and the national government wins.”
Dan Wang Oct 6, 2025 ▶ 22:50 The Lawyerly Society vs. The Engineering State: Who Owns the Future?
Oct 22, 2025 bullish
Prediction Not checkable as stated
Acharya: AI tools will spark a renaissance of solo $1M run-rate businesses
“And now because consumers are paying for software, because anybody can make software, I think we're going to see this like renaissance of people creating million dollar run rate businesses as individuals.”
Anish Acharya Oct 22, 2025 ▶ 43:04 Why Creativity Will Matter More Than Code | Kevin Rose and Anish Acharya
Oct 22, 2025 bullish
Prediction Not checkable as stated
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…”
Anish Acharya Oct 22, 2025 ▶ 43:55 Why Creativity Will Matter More Than Code | Kevin Rose and Anish Acharya
Jun 8, 2026 bearish
Assertion Not checkable as stated
Evans: Current generative AI technology cannot drive daily consumer usage
“We don't see a way that consumers will use this daily rather than weekly with the technology we have right now.”
Benedict Evans Jun 8, 2026 ▶ 2:42 The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z
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