Thrasio

company on 10 shows · 5 statements across 4 episodes · said 31 times in 16 episodes since 2021

My First Million 10 the Neon Show 4 Capital Allocators 4 We Live to Build 3 Top Founders 3 A Product Market Fit Show 2 All-In 2 Catalyst 1 the Green Blueprint 1 TBPN 1

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My First Million 10Capital Allocators 4the Neon Show 4Top Founders 3We Live to Build 3All-In 2A Product Market Fit Show 2Catalyst 12 more shows

2025 10 mentions in 4 episodes 3 per episode
2024 1 mention in 1 episode
2023 3 mentions in 2 episodes 2 per episode
2022 9 mentions in 5 episodes 2 per episode
2021 8 mentions in 4 episodes 2 per episode

every mention on every show, scene by scene, with the transcript →

5 statements about Thrasio, every show

PRODUCT MARKET FIT Assertion Supported
Ahmed: Amazon brand aggregators failed to achieve expected economies of scale
“Ultimately, a lot of the economies of scale didn't materialize. Fast forward to today, a lot of the aggregators have sort of gone through a lot of restructuring and so on.”
Kazi Ahmed May 19, 2025 ▶ 4:05 He went from 0 to a $210M exit in 3 years—without inventing anything new. | Kazi Ahmed, Founder o... · PMF Show
MY FIRST MILLION Assertion Contradicted
Thrasio grew from zero to a $1B valuation in 12 months
“I think they went from zero to a billion dollars in market cap or a valuation in like 12 months.”
Sam Parr Oct 17, 2023 ▶ 27:36 Our 2020 Predictions For OpenAI Came True… Here’s What’s Next (#508)
Thrasio and other Amazon FBA aggregators are effectively dead
“So Thrasio is basically dead. It's, I don't know exactly what the stage is. Is it? It's either a fire sale, bankruptcy, but it's dead. And so are all of the aggregators.”
Shaan Puri Oct 17, 2023 ▶ 31:16 Our 2020 Predictions For OpenAI Came True… Here’s What’s Next (#508)
Upper90 was first capital into Thrasio at $12M valuation
“Introduced us to Thrasio, which has been a marquee investment for us. We're the first capital in that company at a twelve million dollar valuation.”
Billy Libby May 23, 2022 ▶ 46:34 Billy Libby – Disruptive Venture Funding at Upper90 (Capital Allocators, EP.251)
MY FIRST MILLION Prediction Didn’t hold up
Puri: Thrasio will go public at a $10B valuation
“They're going to go public at a ten billion dollar valuation.”
Shaan Puri Sep 17, 2021 ▶ 37:21 12 Startups Where Stock Grants Can Make You a Millionaire | My First Million #220

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