Supply
topic on 7 shows · 9 statements across 8 episodes · said 3 times in 2 episodes since 2023
20VC 2 
Founder's Journal 1 
Lenny's Podcast 
the Paul Morris Podcast 
Capital Allocators 
Catalyst 
Big Technology
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20VC 2Founder's Journal 1
2024 2 mentions in 1 episode
2023 1 mention in 1 episode
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9 statements about Supply, every show
Morris: US Lacks Forced Sellers and Excess Supply Needed for Crash
“In order for there to be a crash, you have to have four sellers and a flood of supply. Right now, we have neither.”
Guthrie: AI infrastructure will remain supply-constrained for the next two years
“With AI, we're still more supply constrained than we are demand constrained. And I think I, you know, I expect that to continue over the next couple of years as the technology continues to evolve and as people start to integrate AI into more and more workflows…”
Frankel: Founder Collective passed on Pinterest due to portfolio conflict
“The first thing that comes to mind is like Pinterest. The founders came to us and we had a conflict. We had a very strong associate in Zach Klein, who was the chairman of supply. We, we'd invested in supply. We couldn't make the investment.”
Supply is the hardest side to build in 90% of marketplaces
“Yes, I would say supply is the hardest side, maybe like 80 to 90% of the time.”
Hearst: Marketplaces are not chicken-and-egg, builders must start with supply
“A lot of people talk about marketplaces is chicken and egg. I actually just think they're two sided and you start with the supply.”
Rachitsky: Rover did not face a supply constraint when scaling
“Rover had no problem, it turns out with supply, because who wouldn't want to make 50 bucks watching a dog for a few hours, like it was a really easy sell. And a lot of people could do it and wanted to do it, so they actually found supply was not an issue.”
Yergin: Historical energy price controls were completely counterproductive
“Well, I think the lessons of those price controls were that they were completely counterproductive. They did not send any message about demand, and they hindered the development of supply”
Grinda: Marketplaces should usually acquire supply before demand
“Most often you should start with the supply because the supply is financially motivated to be in the marketplace.”