JD

company on 7 shows · 7 statements across 5 episodes · said 9 times in 4 episodes since 2018

How I Built This 7 Founder's Journal 1 Top Founders 1 Another Podcast Capital Allocators All-In 20VC

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How I Built This 7Top Founders 1Founder's Journal 1

2026 1 mention in 1 episode
2023 1 mention in 1 episode
2022 1 mention in 1 episode
2018 6 mentions in 1 episode

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7 statements about JD, every show

ALL-IN Opinion
Sacks: Harris and Walz couldn't survive 20 minutes of intense media questioning
“I don't think they could survive 20 minutes of harsh questioning the way that the media pitches at JD every time he goes on a campaign stop and takes questions or he goes on a Sunday show.”
David Sacks Aug 23, 2024 ▶ 54:45 Massive jobs revision, Kamala wealth tax, polls vs prediction markets, end of race-based admissions
Xu: JD moved ahead of Amazon by building proprietary distribution centers
“He's doing e-commerce, but he's one step ahead than Amazon, because when JD started the business, when we give him the money, he did two things. Number one, he expand the category. Number two, he build the distribution center. Amazon didn't have distribution c…”
Kathy Xu Mar 28, 2022 ▶ 29:55 Kathy Xu – Venture in China at Capital Today, Venture is Eating the Investment World 12 (Capital Allocators, EP.243)
CAPITAL ALLOCATORS Assertion Not checkable as stated
Xu: 80% of early JD customer complaints stemmed from poor courier delivery
“Like, 80% of customer complaint come from one thing and one thing only. So they didn't trade our parcel nicely. They're very late. So Richard decided to build the distribution center himself.”
Kathy Xu Mar 28, 2022 ▶ 30:22 Kathy Xu – Venture in China at Capital Today, Venture is Eating the Investment World 12 (Capital Allocators, EP.243)
Xu: Consumer subsidies fail to build e-commerce loyalty against supply chain excellence
“You burn so much money used for subsidy to the customer. Do you think the customer is going to be royal to you? Of course not. They will choose whoever is the cheaper, better. So at the end of the day, it's a competition of supply chain, competition of logisti…”
Kathy Xu Mar 28, 2022 ▶ 43:14 Kathy Xu – Venture in China at Capital Today, Venture is Eating the Investment World 12 (Capital Allocators, EP.243)
ANOTHER PODCAST Assertion Supported
Li: Chinese platform fines targeted exclusive vendor lock-in agreements
“So if you're a supplier to Alibaba, you can't go on Pinduoduo or JD. They would sometimes make you sign an inclusive, exclusive agreement with them, which would be very, you know, anti-competitive in most parts of the world. But they've managed to sort of have…”
Lillian Li Jun 29, 2021 ▶ 43:12 Tech in china, from inside and outside
20VC Assertion Partly supported
Hans Tung: Alibaba and JD.com Control Over 90% of Chinese E-Commerce
“I, fortunately we have that perspective being in China where Alibaba with Taobao and Tmall owns 80% of market share in e-commerce and JD has another over 10% market share in e-commerce.”
Hans Tung Jan 8, 2018 ▶ 7:50 20VC: Why This Is Just The Start for Consumer Mobile, 3 Lessons China Taught About How To Invest Better In The US & How To Think About The Opportunity Cost of Capital Deployment with Hans Tung, Managing Partner @ GGV Capital
20VC Disclosure
DST launched in 2009 with Facebook and expanded globally in 2011
“At that time, when, even before I had joined, you know, Yuri already had the vision of being global, which was a crazy idea at the time, and so we got started with DST only in, like, mid-二-thousand-nine or so, with a Facebook investment, and then we truly went…”
Rahul Mehta Jul 24, 2017 ▶ 3:41 20VC: Investing $200m In Facebook, The 3 Stages of Founder Development & Why Creating A New User Behaviour Can Be Unit Economics Inefficient with Rahul Mehta, Managing Partner @ DST

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