Shopping Malls

topic on 4 shows · 6 statements across 4 episodes

the Knowledge Project WTF is with Nikhil Kamath the a16z Podcast TBPN

6 statements about Shopping Malls, every show

TBPN Insight
Coogan: High-end experiential retail is the only way modern malls survive
“I feel like that has been the secret to success with the modern mall. There's a lot of malls that have sort of mid-tier or low-end retailers where it is actually pretty comparable to shopping online. You go in, there's no one that's really going to talk to you…”
John Coogan Mar 23, 2026 ▶ 18:00 SpaceX’s Lunar Mass Driver, OpenAI Hires Meta’s Top Ad Exec, Zuck Builds CEO Agent | Diet TBPN
WTF Insight
Poddar: Malls must curate tenant ecosystems or risk dead floors
“They have to create an ecosystem. They cannot have five rows of chocolate and ice cream in coffee shops. It's an ecosystem which I've learned, and it's a very hard business they are also cracking. So how do, if I started… They trusted Rare Rabbit, they give a …”
Manish Poddar Mar 6, 2024 ▶ 2:24:53 WTF Ep# 16 | What character "flaws" make the best entrepreneurs? Nikhil ft.Ritesh, Ghazal and Manish · Nikhil Kamath
KNOWLEDGE PROJECT Assertion Supported
Hertz: UK shopping malls deploy high-frequency sound devices to repel youth
“There's even cases in shopping malls in the United Kingdom, where in order to keep out undesirable youths they emit a very high sonic pitch sound, which only young people can hear a very unpleasant sound.”
Noreena Hertz Jun 29, 2021 ▶ 29:42 #114 Noreena Hertz: The Crisis of Loneliness
KNOWLEDGE PROJECT Assertion Contradicted
Hertz: Some shopping malls use acne-revealing lighting to discourage teenagers
“They also put special lights in the bathrooms of these malls, which expose teenage acne, so that young people won't want to spend time there.”
Noreena Hertz Jun 29, 2021 ▶ 30:05 #114 Noreena Hertz: The Crisis of Loneliness
a16z Assertion Supported
Jeff Jordan: About 25% of US malls face vacancy rates above 30%
“There's something like a quarter of malls have over 30% of their storefronts vacant.”
Jeff Jordan Jan 2, 2019 ▶ 7:24 a16z Podcast | Ecommerce and the Holiday Shopping Collision
a16z Assertion Supported
Jeff Jordan: Starbucks missed Q4 revenue due to declining mall foot traffic
“Starbucks in their fourth quarter earnings call. Came in light on the revenue line, and they blame the fact that their stores in malls experience declining year over year foot traffic.”
Jeff Jordan Jan 2, 2019 ▶ 12:01 a16z Podcast | Ecommerce and the Holiday Shopping Collision

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