Consumer Sector
topic on 3 shows · 3 statements across 3 episodes
WTF is with Nikhil Kamath 
Capital Allocators 
Top Founders
3 statements about Consumer Sector, every show
Murty: Consumer startups yield slower validation than SaaS but create deep impact
“Yes, you know, unlike B to B companies, unlike SaaS companies, unlike potentially companies in the AI, ah, deep tech space, you don't see outcomes quickly, you don't get those same kinds of financial validation quickly, but actually, if you stick at it, some o…”
Caldbeck: Consumer PE averaged 22% IRR over 15 years with half tech's volatility
“According to Cambridge associates, it's averaged a 22% IRR for 15 years, never negative vintage and half the volatility of tech.”
Sub-scale hedge funds cannot compete with large platforms on alternative data
“I think in some sectors, it's almost impossible to trade the sector without a lot of the data inputs. It ties a little bit to one of the trends you see in the industry overall, which is, I think the strength of the platforms and the power of the platforms. And…”