Consumer Products

topic on 16 shows · 31 statements across 28 episodes

the Y Combinator Startup Podcast the Pitch More or Less Another Podcast BG2 Pod the Knowledge Project Masters of Scale Lenny's Podcast the Startup Ideas Podcast Invest Like the Best Sourcery Capital Allocators Top Founders the a16z Podcast All-In 20VC

31 statements about Consumer Products, every show

Pincus: Great consumer products unlock unmet, unexpressed human needs
“I think great products in the consumer world speak to us on some deep level. They speak to some human instinct or need that we've been feeling and it's been unexpressed or unmet.”
Mark Pincus Jun 2, 2026 ▶ 0:22 You Don’t Need To Innovate To Be Successful | FarmVille Creator
SOURCERY Opinion
Reses: Jack Dorsey is never wrong on product ideas, only timing
“And so sometimes he's wrong on timing, But he's never wrong about the idea, and so following his instincts is a great way to follow what to expect in consumer products.”
Jackie Reses May 28, 2026 ▶ 35:01 She Bought a Bank for $56M. It's Now Worth $1.5 BILLION · Sourcery with Molly O'Shea
Mark Zuckerberg Is Tech's Greatest Mind in Consumer Product Growth
“Zuck was and is actually, I think, the greatest mind on growing, building, Growth and engagement in building consumer products broadly.”
Gokul Rajaram Jan 29, 2026 ▶ 29:23 He Built The Revenue Engines for Google, Facebook & Square · Invest Like The Best
a16z Assertion Not checkable as stated
Moore: Top consumer AI startups reach 100%+ net revenue retention
“Which is why we're also seeing, like, consumer products for the first time ever have more than a hundred percent revenue retention.”
Olivia Moore Dec 29, 2025 ▶ 35:44 Where does consumer AI stand at the end of 2025?
20VC Insight
O'Driscoll: The definitive consumer product test is immediate morning-after repurchasing
“The only test you need to run on this one is this. If you lost it today, would you go out and buy another one tomorrow morning?”
Rory O'Driscoll Dec 11, 2025 ▶ 1:10:18 SpaceX Valued at $800BN & Harvey Raises $160M at an $8BN Price & Netflix Acquires Warner Brothers · 20VC with Harry Stebbings
Tan: Micro-creators with 1,000 to 10,000 followers are mispriced distribution assets
“When you're paying someone else, like the reason why that's interesting for consumer products is it's a mispriced asset generally still. I mean, Mr. Beast is not a mispriced asset. He's like getting his value from it. Like he's, you know, but It does seem like…”
Garry Tan Nov 28, 2025 ▶ 26:35 The Best Consumer Startup Ideas Were Impossible Until Now · Y Combinator
BG2 Insight
Gerstner: AI labs without applications will struggle to maintain margins
“I think that makes it harder if you're in the lab game. And you don't have a consumer product and you don't own an application that you can drive high gross margins.”
Brad Gerstner Jul 31, 2025 ▶ 40:30 China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
20VC Disclosure
Harries: ElevenLabs Uses Consumer Entry Point to Acquire Cheap Leads
“We actually have done this funky move of we've led in a consumer product, which enables us to get the CAC incredibly cheap, and then people may move up to creator or even enterprise.”
Luke Harries May 23, 2025 ▶ 39:16 20VC: ElevenLabs Head of Growth on Why You Do Not Need PMs | The 7-Part Launch Playbook That Gets 700K+ Views Per Product | The Truth About CAC, Payback & Performance Marketing in AI with Luke Harries
INVEST LIKE THE BEST Prediction Not checkable as stated
Most consumer products will become conversational interfaces within five to ten years
“And I think if you fast forward five to 10 years, almost all big consumer products are going to be a conversation to some extent, rather than this service that you use.”
Gustav Söderström May 20, 2025 ▶ 6:04 Spotify’s Journey To Profitability · Invest Like The Best
INVEST LIKE THE BEST Prediction Held up
Consumer tech products will increasingly tier pricing based on AI inference volume
“It's very likely that some consumers are going to want tons and tons of inference. And because that's a marginal cost, you're probably going to have to pay somehow for that as a consumer. So I think you're going to see more tiering of consumer products based o…”
Gustav Söderström May 20, 2025 ▶ 44:58 Spotify’s Journey To Profitability · Invest Like The Best
THE PITCH Insight
Goldberg: CPG startups require high initial profitability or high repeat frequency
“When I think about consumer products, I'm typically looking for one of two behaviors. Either one, a high enough purchase where you will be significantly profitable on first purchase. Think mattresses, right? Or something more like a subscription box like razor…”
David Goldberg Mar 3, 2025 ▶ 15:51 #72 How Niche Is Too Niche?
Blomfield: Changing familiar consumer UX always triggers massive user backlash
“You change something that people are used to, you're going to get millions and millions of people screaming about it, whether it's good or bad.”
Tom Blomfield Nov 21, 2024 ▶ 7:53 Twitter vs. X: Product Lessons For Startup Founders · Y Combinator
Lacy: Empathy from Reading Fiction Is a Major Career Advantage
“There are so many studies that show that reading fiction, especially for people, anyone building a consumer product, trying to sell to people, trying to understand the empathy that you gain from that is absolutely a career advantage.”
Sarah Lacy Oct 23, 2024 ▶ 55:29 2 $1M+ EdTech Startups you can launch tomorrow
Bier: A reproducible testing framework dictates consumer startup success more than anything
“The most important thing that I often instruct teams to do is to develop a reproducible testing process, and that will actually influence the probability of your success more than anything. It's so unpredictable Whether a consumer product idea will work. And s…”
Nikita Bier Aug 25, 2024 ▶ 19:05 How to consistently go viral: Nikita Bier’s playbook for winning at consumer apps
Bier: Consumer product-market fit is binary; any uncertainty means it is not working
“If your product's working, you'll know and there, if there's any uncertainty, it's not working, and it really is a binary when it comes to consumer products.”
Nikita Bier Aug 25, 2024 ▶ 36:13 How to consistently go viral: Nikita Bier’s playbook for winning at consumer apps
Zero-to-one consumer PMs must directly design pixels and interface flows
“If you're a product manager on a standalone app inside of a large, like, you should be designing the hierarchy, the pixels, the flows, everything, like, and then, yeah, it should be cleaned up, prototyped by a technical designer, but that's your idea, and prod…”
Nikita Bier Aug 25, 2024 ▶ 51:06 How to consistently go viral: Nikita Bier’s playbook for winning at consumer apps
20VC Insight
Powers: Brands built on Instagram impulse buys cannot survive long-term
“Great product, great brand, meaningful to consumers will outlast the marketing spend. If your brand and your product is interesting for a moment because you saw it on Instagram feed and you clicked through and you bought it, and then you kind of forget about i…”
Dave Powers Dec 22, 2023 ▶ 52:45 Dave Powers: The Meteoric Rise of Hoka Running | E1098 · 20VC with Harry Stebbings
MASTERS OF SCALE Assertion Partly supported
Alba: US consumer product chemicals are not pre-tested for safety
“These chemicals that aren't tested for safety before they're put into consumer products, they're testing on us whether we're going to get sick or die, and usually there is a long tailwind.”
Jessica Alba Dec 11, 2023 ▶ 11:36 How to optimize your life experience (with The Honest Company’s Jessica Alba) | Masters of Scale
Sam Lessin: Introducing too many people too quickly kills consumer software products
“The problem is for consumer product, the second you start introducing too many people too quickly, you are going to fail, right? You cannot build social products or social software with too many people in the room from the start.”
Sam Lessin Oct 27, 2023 ▶ 16:25 #20: The New Founder Mindset: The End of the Product-Focused CEO · More or Less Podcast
ALL-IN Insight
Sacks: Consumer products require tens of millions of users to succeed
“In the consumer space, you really need to get to millions. And frankly, tens of millions is what it takes to have a successful consumer product.”
David Sacks May 26, 2023 ▶ 1:28:32 E130: DeSantis's Twitter Spaces, debt ceiling, Nvidia rips, state of VC, startup failure & more
20VC Opinion
Tisch: Consumers are bored with today's software because none is fun
“The trend to me that's most interesting is that people are bored with today's consumer products. None of them are fun.”
David Tisch Feb 27, 2023 ▶ 1:04:53 David Tisch: The 3 Most Important Variables When Raising Your Seed Round | 20VC #983 · 20VC with Harry Stebbings
ANOTHER PODCAST Prediction Not checkable as stated
Evans: Consumer crypto products will emerge from abstruse infrastructure within years
“There's a whole other set of people and a whole set of energy that's very nerdy in a good way, very mathematician, very people building very, very abstruse engineering infrastructure. Out of which consumer products will pop in a couple of years.”
Benedict Evans Dec 5, 2022 ▶ 37:05 ChatGPT and the Imagenet Moment
Isenberg: Mass advertising early consumer products is a bearish signal
“I think the mistake that a lot of people make when they're building consumer products is they build something and they take ads out in the New York subway, like step, like that's a bearish signal to me. Because I think that like You know, having ten million us…”
Greg Isenberg Jun 17, 2022 ▶ 29:40 Predicting the Future of Web3
Isenberg: Building weird products for a specific niche buys iteration time
“When you're building consumer product. It's all about having some key insight in a particular niche and being like weird, basically being weird and building a product that's weird and weird that's in a good way for the people in that niche. And weird that the …”
Greg Isenberg Jun 10, 2022 ▶ 24:46 Building From Scratch with Ryan Hoover
20VC Insight
Building Consumer Products Requires Deep Empathy Rather Than Metric Formulas
“Building great consumer companies is not a mathematical equation. It's like when I go and look around, like all of the materials about how do I build product? How do I think about this? There's so much stuff on retention and cohorts and metrics and this and th…”
Grant LaFontaine Mar 23, 2022 ▶ 21:36 20VC: Startups Fail Because They Do Not Take Enough Risk, Why A/B Testing is Inefficient and Slows You Down, Why It is Impossible To Hire Good PMs so Stop Trying & 3 Key Signals The Best Engineers Present with Grant LaFontaine, Founder & CEO @ Whatnot
TOP FOUNDERS Disclosure
Caldbeck admits consumer products was never a personal passion
“Consumer was and is not, consumer products was and is not a passion for me, frankly.”
Ryan Caldbeck Apr 6, 2021 ▶ 5:10 The Secret Dataset CPG Gods Use
Y COMBINATOR Assertion Supported
Hoover: At most 50% of products on Product Hunt are consumer
“People think that most of product hunt is actually consumer as well. It's probably, I don't know, 50% at most is consumer. There's a lot of B to B stuff on there.”
Ryan Hoover Feb 15, 2019 ▶ 16:55 Ryan Hoover on Product Hunt's Acquisition and Lessons Learned About Launches with Dalton Caldwell · Y Combinator
a16z Insight
Chen: Modern consumer apps must steal time from existing products
“Well, because it used to be that you were, you know, what kind of time were you competing for in the first couple of years of the smartphone? You were competing against literally, I'm going to stare at the back of this person's head Or I can, like, use some co…”
Andrew Chen Jan 2, 2019 ▶ 26:53 a16z Podcast | The Basics of Growth 2 -- Engagement & Retention
CAPITAL ALLOCATORS Prediction Not checkable as stated
Black: Emerging middle class spending tailwind will last 15 to 20 years
“We'd argue that It's a way better idea to buy companies that sell products as these people get richer. That's a beautiful tale, and that's not going away for 15 or 20 years.”
Paul Black May 7, 2018 ▶ 49:33 Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
West: Consumer tech startups need to be in Silicon Valley
“Like if you're running a consumer product, you need to be in the Valley. You need to be in the U S”
Yusuf West Dec 16, 2016 ▶ 15:01 EP 510: HubDoc Hits $132k MRR, 1200 Customers, $2M Raised to Help You Accountants Manage Their Documents with CEO Yoseph West
TOP FOUNDERS Disclosure
Jolly: Ad Quadrant plans to incubate consumer products long-term
“Our long-term aspirations are actually to develop and incubate consumer products because Social is, is, is the frontier for demand gen.”
Warren Jolly Jun 22, 2016 ▶ 10:40 EP 333: How Did He Make $15 Million from Managing Ads in 2015?

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