Inventory
topic on 11 shows · 14 statements across 14 episodes
More or Less 
the Knowledge Project 
the Paul Morris Podcast 
Invest Like the Best 
Capital Allocators 
Top Founders 
the MAD Podcast 
How I Built This 
the a16z Podcast 
All-In 
20VC
14 statements about Inventory, every show
Smith: US Gas Producers Will Exhaust Captured Inventory in 4-5 Years
“We get through most of the existing captured inventory of companies in the next four or five years.”
Morris: Sun Belt housing inventory is above pre-pandemic levels
“So if you're a value buyer, point your search at the softening Sunbelt metros where inventory is above pre-pandemic levels and builders are cutting deals.”
Cutting inventory in response to falling sales creates a retail death spiral
“Falling sales forced inventory cuts, driving away customers who expected selection, causing more and more sales drop.”
Sam Lessin: AI search collapses ad inventory by answering queries directly
“AI today, even if you're a really big bull and you think that Gemini and open AI is like better at answers is not actually going to expand inventory, right? If anything, it collapses inventory because you're doing fewer searches, right? It just gives you the a…”
Marc Ecko: Inventory is the common killer in fashion
“The common killer in our industry is inventory.”
Chandra: Silicon Valley excels at software but is not good at managing inventory
“I realized that Silicon Valley, we are good at a lot of things, but managing inventory is not our forte. You know, we think of things as very fluid and consumer and bits and bytes. So I said, that's not that inventory is not a great thing to do, but just, we a…”
Powers: Brand decline happens quickly, stranding inventory planned for growth
“It's quick. It catches you off guard, and the worst thing is you have all the inventory planned for growth, and all of a sudden it slows down, and that's when you're in real trouble.”
Flexport CEO predicts severe retail inventory oversupply within six months
“I'm really worried that we're going to find out in six months or in some time period in the future here that people have ordered way too many goods, that these companies expected demand to stay high and keep booming. At some point, consumers start going to res…”
Jacobs: Perfect inventory matters more than lower per-unit printing costs
“So it essentially is more expensive to print per unit, but if we're doing it right, you end up with perfect inventory and inventory is the thing that kills businesses.”
Data analytics will reduce consumer goods inventory despite pandemic shortage fears
“There we think just the increasing use of big data and data analytics to predict consumer demand and actually reduce the amount of inventory will be a more powerful force than the fact that there were shortages in certain areas.”
Dixon: Avoiding physical inventory makes platform business models highly profitable
“That's precisely why they're so valuable because that's, it turns out that's a very profitable thing. You don't have to deal with all of the inventory and everything else.”
Founders bootstrapped Melissa & Doug for three years eating ramen and hot dogs
“We wanted to be self-funded, and we lived incredibly frugally for at least three years. We ate ramen noodles, which we ate for a dollar, and turkey hot dogs on a hot plate, because it was about 50 cents a meal, and we lived with our parents for a few years unt…”
Ma: Zola holds practically zero physical inventory
“We hold a very small amount, so it's based practically close to zero.”