Casper

company on 4 shows · 2 statements across 2 episodes · said 6 times in 3 episodes since 2024

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2 statements about Casper, every show

LTV-Driven DTC Startups Like Casper and Away Harmed Late-Stage Investors
“By the way, this essay was written before the DTC boom, but this is the story of so many direct-to-consumer companies, whether it's Away Luggage, Casper, Warby, et cetera. Ton of money was given to these brands early on to spend a ton on paid marketing. The ea…”
Alex Lieberman Mar 13, 2024 ▶ 21:50 The Dangers of LTV
Evans: Casper loses money due to mattress economics, not software
“The kind of ultimate example of this would be like Casper, like why does Casper make no money? Well, there's a conversation there, but the whole conversation is about the mattress business. It's not a conversation and logistics. It's not a software conversatio…”
Benedict Evans Oct 26, 2020 ▶ 14:03 Amazon and eCommerce

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