Supermarket

topic on 7 shows · 8 statements across 8 episodes · said 1 times in 1 episodes since 2021

How I Built This 1 the Knowledge Project the Neon Show Capital Allocators Catalyst All-In 20VC

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How I Built This 1

2021 1 mention in 1 episode

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8 statements about Supermarket, every show

20VC Insight
O'Driscoll: a16z's seed program acts as a loss leader like cheap milk
“The seed program, it's basically like cheap milk in the supermarket. It brings in the crowds. Right, you know, it's the last leader.”
Rory O'Driscoll Aug 28, 2025 ▶ 1:00:51 Anthropic's $10B Round, Klarna's IPO, Inside a16z's 72 Deal Seed Investment Machine ft. Marc Benioff · 20VC with Harry Stebbings
CATALYST Assertion Partly supported
McGavis: Commercial refrigeration is the single largest refrigerant emitter
“You know, the single biggest emitter is the refrigeration sector, and that's Primarily the, what I'd call the commercial refrigeration sector. That's supermarkets, convenience stores, and that's the single largest emitter.”
Ian McGavis Nov 7, 2024 ▶ 15:19 Fixing the refrigerant problem
KNOWLEDGE PROJECT Prediction Not checkable as stated
Mackey: Clear grocery health ratings will drive away shoppers or get diluted
“What they would do is they'd dumb it down so that a lot of stuff that you think is red now would all of a sudden be green. And the, It's like, because most of the food that we're selling in supermarkets is not good for people. And if you start telling the trut…”
John Mackey Oct 29, 2024 ▶ 2:09:48 John Mackey: Building Whole Foods
NEON SHOW Insight
Parekh: Unlike global trends, India's aging physical grocery stores lose profitability
“So the funny thing that happened in India was as stores became older, they became more unprofitable instead of becoming profitable, which is the reverse, which happens everywhere else in the world. Because you amortize your costs, stores become more profitable…”
Vipul Parekh Sep 28, 2024 ▶ 8:52 BigBasket Co-founder on 10 Min Delivery, TATA Acquisition, Wealth Creation & More | Neon Show
ALL-IN Assertion Partly supported
Calacanis: European supermarkets are required to take back product packaging at checkout
“In Europe, you are required at the supermarket, and people do this when they get to the end of the counter, they take the packaging off, the supermarket has to take the packaging, right? So they have to bear the burden of it.”
Jason Calacanis May 24, 2024 ▶ 1:21:13 Scarlett Johansson vs OpenAI, Nvidia's trillion-dollar problem, a vibecession, plastic in our balls
HOW I BUILT THIS Assertion Not publicly verifiable
Basch: 50% of Too Good To Go European volume comes from supermarkets
“I mean, in Europe, 50% of the food we save every day comes from grocery partners in supermarkets.”
Lucie Basch Mar 9, 2023 ▶ 24:19 HIBT Lab! Too Good To Go: Lucie Basch
20VC Insight
Salur: 10-minute delivery is impossible using third-party supermarket pickup models
“If you depend on a third party, 10 minutes doesn't happen. If you go pick up stuff from a supermarket, then, you know, it doesn't work. And then half hour, one hour game you're playing, ok?”
Nazim Salur Sep 16, 2021 ▶ 5:17 20VC: Getir Founder, Nazim Salur on The Future of Last Mile Convenience, Who Will Win? Lessons on Driver Acquisition and Efficiency, Zone Maturity and Time To Profitability and Scaling to 300 Cities in the US in 2022
Tepper: Inflation lags the economic cycle due to delayed corporate pricing and wage cycles
“On the inflation side, because inflation is so lagging, so if you think of supermarkets don't immediately start raising prices until they're sure the demand is there, they don't start cutting prices until they're sure that it's dropping off, and then wage cycl…”
Jonathan Tepper Oct 7, 2019 ▶ 13:31 Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)

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