The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 4 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Insight
Caldbeck: Direct-to-consumer is best used as a product iteration channel
“So when we say it doesn't work, I think it is an incredible channel for iterating on a product. I think it drives innovation. I can find my consumer base and I can test a new product. Next month I can test a different product. That's very different than the of…”
Ryan Caldbeck Feb 26, 2019 ▶ 8:45 a16z Podcast | Who's Down with CPG, DTC? (And Micro-Brands Too?)
Insight
Caldbeck: Failed physical retail expansion can kill early CPG companies
“So if you think of like the CPG products, they're selling through a third party, the retailer. Now they have to make a much bigger bet. They can't usually just start in five safe ways. So they have to start in 200. Now when you start in 200, flipping that and …”
Ryan Caldbeck Feb 26, 2019 ▶ 10:04 a16z Podcast | Who's Down with CPG, DTC? (And Micro-Brands Too?)
Insight
Caldbeck: Consumer receipt apps fail to capture long-tail CPG data
“The challenge has been many of them tap out at five, ten million consumers, at least here in the U.S. The problem with that level is that then that's such a small portion of the pot of the overall population that you're not capturing the long tail of companies…”
Ryan Caldbeck Feb 26, 2019 ▶ 25:09 a16z Podcast | Who's Down with CPG, DTC? (And Micro-Brands Too?)
Insight
Caldbeck: Consumer sector winners grow in highly similar, predictable ways
“When you look at the winners and consumer, the previous winners looked really similar. That might have been a different, might have been a different magnitude, but they grew in really, really similar ways.”
Ryan Caldbeck Feb 26, 2019 ▶ 43:01 a16z Podcast | Who's Down with CPG, DTC? (And Micro-Brands Too?)
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