Consumer Company
topic on 4 shows · 5 statements across 5 episodes
Lenny's Podcast 
the a16z Podcast 
TBPN 
20VC
5 statements about Consumer Company, every show
Agarwala: Every healthcare company could eventually resemble a consumer company
“As we've said on this podcast before, every healthcare company somewhere deep down could start to look like a consumer company.”
Hays: Next trillion-dollar consumer company will be in healthcare
“You can make an argument that generally the next, that the next trillion dollar consumer company will be in healthcare.”
Khan: Revenue multiples work for SaaS, but not delivery or consumer firms
“It's totally fair to look at SaaS business that way, because SaaS business, you know, many of the SaaS business has very high gross margins, and they have a very, very high profit margins at a steady state basis. So you can predict the cash flow Based on the c…”
Taussig: Post-COVID consumer cohort degradation caused 2022 cash burn spikes
“If you look at any consumer company, in 2020 and 20 21 their cohorts look fundamentally different than they did in 2022 and 20 23 they just performed different people were adopting new behaviors a lot of those behaviors did not stick and a lot of projections a…”