e-commerce

“The internet lets you buy, but it doesn't really let you shop.”

“E-commerce is about 10 to 12% of US retail revenue, a little bit more in some other countries, a little bit less in some others. Amazon is at least two percent of that.”

“One of the things that I'm interested in in beacons is when you walk into a physical space, you can now get more data on people and more information. So if you think about e-commerce You know, there, there's so much data that we were collecting, you know, when…”

“The overall average is something like eight or nine percent of retail in the U.S. Now happens online”

“And at the same time, the M and Amazonization of e-commerce is increased consumer expectations on if I ordered today, it's here tomorrow.”

“There are no governor or limitations on how fast most marketplaces can grow. I mean, there, it's kind of the company, most of these marketplaces are virtual. And you know, when a good idea comes in, there is just no limit to growth where e-commerce is dealing …”

“The LinkedIn of India is LinkedIn. The Facebook of India is fundamentally Facebook. The Twitter of India is fundamentally LinkedIn. This is not true in e-commerce.”

“Claims that we're in a bubble today make total sense. People are traumatized by the fact that the last time it looked like this stuff was going to work, it all didn't work and it crashed. And so we're all psychically scarred. But now this stuff is actually wor…”

“Marketing is sexy, and people come out of business school, and they want to talk marketing, they want to talk strategy, but Clausewitz said, amateurs talk strategy, professionals talk logistics. And that was about war, but it's same thing is true for, it's rea…”

“I think a lot of commerce actually doesn't need the conversation. And I don't think it, the dialogue, the back and forth chat is that additive. I take customer service aside from that because that's an instance where I feel like I want someone listening. I wan…”

“For a lot of retailers, there's a problem here, because they're maintaining an internet business, they're also maintaining a retail store business, because some customers want that. So, in some cases, their costs have gone up. They have not become online retai…”

“So, you know, one of the big secrets in e-commerce is virtually no companies get big and make money in the United States on e-commerce. I can name five e-commerce companies in the U.S. After two decades of investing and God knows how many tens of billions of d…”

“A lot of e-commerce of the future will actually come from social networks because ads and commerce are actually very symbiotic and naturally should go together.”

“When, what is the future of e-commerce? Just look at physical commerce and replicate more of it.”

“And the clear cut for me was fashion especially when it comes to e-commerce a line or a segment of fashion where it's not necessarily about these creative big movements for a fashion model, but instead just small variations in the posing. And that in some ways…”

“My perspective is that investing in B to B technology today has the same growth opportunities, if not more so than investing in e-commerce did, you know, kind of at the end of the last century is kind of my view.”

“That was the, I think that may have been the first e-commerce, like the, at least the first like formal e-commerce e-commerce thing.”

“80% of diaper sales in that country are e-commerce.”

“If you look at a lot of what's happened, again, in e-commerce over the past 20 or 30 years, is it got so efficient, and one of the ways to make it so efficient is to obscure who you're buying from, and obscure the ability for people to, like, build brands and …”