The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
shows 
every show 44 of 44
Nadel: Subscription flight models will inevitably suffer adverse selection from super-users
“Ultimately, people who are traveling one or two times a month are going to say, eh, this isn't worth it. I think that this kind of pricing model lends itself to the super users over time. That's who's going to gravitate towards it, and the ones who aren't usin…”
Nadel: Tampax or o.b. can crush Aunt Flow on price
“I think that that's a better way to go, but then I'm worried about the competition, because a company like Tampax, or if they want the eco-solution OB, can crush her in terms of price.”
Phil Nadel predicts broad shift to onshoring manufacturing for products
“There's going to be a whole move to onshoring lots of different products.”
Nadel: Big tech platforms will replicate 1 Second Everyday and crush it
“He'll get some more traction, and then they'll introduce it, and they'll crush him.”
Phil Nadel predicts unGlue will exit at a scale too small for VCs
“I think you're going to have a successful business, and maybe a successful exit, but I think the scale of that will be relatively small from our perspectives, but maybe a great result for you.”
Nadel: Teffola will remain niche without redesigned packaging
“It's a niche product for now that will have a niche audience until... If she's able to transform the product or the packaging to really stand out in some way, until then, it's going to remain a niche product.”
Phil Nadel: Small restaurants will struggle as post-COVID dining fear persists
“So first, I think there's going to be a trend where people are going to continue to be afraid to go into restaurants for some time, and I think small restaurants are going to have a really tough time making it.”
Nadel: Small restaurants will struggle post-reopening due to capacity limits and fear
“Yeah, once they reopen, Then your capacity of 24 may go down to 12, and it's tough to get by when you only have seating of 12, but more so, I think there's going to be a trend where people are going to continue to be afraid to go into restaurants for some time…”
Nadel: DogSpot's team has zero out-of-home ad sales experience
“Chelsea has no experience selling out of home advertising and neither does anyone else on her team.”
Nadel: TribeXR faces at least a six-month headset delay
“I think he's got like at least a six month delay before the headset comes out.”
Nadel: There is no market leader in specialty instant coffee
“There is no, like, great leader in this space, and you have that opportunity, that's wide open for you.”
Nadel: Playven only has 24 paying clubs after years of operating
“He's been doing this for a few years. He only has 24 clubs paying him.”
Nadel: Who's Your Landlord's $1,000 MRR is too early to invest
“And also the fact that if you're a SaaS business, which you say you are, you know, you're at a thousand dollar MRR, which is great to start, but too early for us. So sort of for all those reasons, it's too early and I'm going to pass.”
Nadel: Younger generations are becoming accustomed to facial recognition for payment transactions
“I think that the younger generations, younger people in this country Are becoming more and more accustomed to using facial payment, facial recognition for payment, for transactions.”
Nadel: Boundless CAC declined significantly post-pitch
“Customer acquisition cost has come down, has declined quite a bit since he pitched us.”
Nadel: Uncommunicative startups struggle to raise follow-on capital
“When we've tried to raise follow-on rounds for portfolio companies that have not been as communicative, it has not been as successful.”