Commerce

topic on 4 shows · 6 statements across 6 episodes

More or Less Innovators & Investors Top Founders the a16z Podcast

6 statements about Commerce, every show

Rai: Value Lies in Humanities and Commerce as Tech Democratizes
“So today the value is actually in the humanities and the commerce side, because tech is sort of going to be democratized and much more easily available.”
Pankaj Rai Dec 23, 2025 ▶ 12:36 S2 Ep5: Data to Decisions with AI at Conglomerate Scale ft. Pankaj Rai
Lessin: Advertising and Commerce Are the Same Business, but Ads Pay More
“Ads and commerce is the same business. Ads is a more profitable version of it.”
Sam Lessin Oct 10, 2025 ▶ 39:53 Oracle's GPU Margins, OpenAI’s Consumer Playbook, and the Ads vs Commerce Endgame · More or Less Podcast
Levie: Discovery efficiency gains consistently expand consumer commerce volume
“Every time there's been a, you know, any efficiency gain in people discovering things, they just buy more stuff, they transact more, they do more commerce.”
Aaron Levie Dec 27, 2024 ▶ 1:19:58 #79: The More or Less Holiday Special Pt. 1 (AI Highlights) · More or Less Podcast
Urban: Direct-to-consumer is a false category and just commerce
“There's no such thing as direct consumer. It's like, it's just commerce.”
Ryan Urban Nov 23, 2021 ▶ 9:31 Wunderkind Raising $100m+ at $1b+ Valuation As They Eye IPO Market in 2023
a16z Assertion Supported
Alex Rampell notes that 93% of all commerce occurs offline
“Turns out, not surprisingly, that 93% of all commerce happens offline.”
Alex Rampell Jan 2, 2019 ▶ 35:11 a16z Podcast | Money, Risk, and Software
TOP FOUNDERS Assertion Supported
Emrich: Over 90% of commerce remains offline without good attribution tools
“More than 90% of all commerce still takes place offline, and there's not really a good way to do attribution for offline.”
Rob Emrich Jun 3, 2017 ▶ 3:02 679: Mobile Majority $25M raised, Acquires Qualcomm's Gimbal To Lead Mobile Ad Attribution Using Beacons w/ CEO Rob Emrich

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