e-commerce

4 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Jun 11, 2023 by Guillermo Rauch · across every show →

Everything said about e-commerce, oldest first

Jun 11, 2023

Insight

Rauch: Every 100ms of e-commerce latency causes a 1% conversion drop

“So the wisdom that gets shared in the industry a lot is for each hundred milliseconds. That you slow down an e-commerce experience, you have a one percent drop off in conversion.”

Guillermo Rauch Jun 11, 2023 ▶ 13:00 Ep 61: High School Dropout to Billion-Dollar Startup; the Story of Guillermo Rauch & Vercel · Joe Lonsdale

Jun 11, 2023

Opinion

Rauch: E-commerce is becoming all about games, drops, and exclusivity

“I think it's a reflection of what e-commerce is becoming. It's all about games and drops and exclusivity and crowds of people.”

Guillermo Rauch Jun 11, 2023 ▶ 16:10 Ep 61: High School Dropout to Billion-Dollar Startup; the Story of Guillermo Rauch & Vercel · Joe Lonsdale

Mar 15, 2024 bullish

Prediction Open · timeframe Mar 2034

Tyler Scriven predicts US e-commerce will triple over the next decade

“I mean, the e-commerce, e-commerce in the U.S. Will triple most likely over the next decade in the U.S. You know, it's taken us 24 years, you know, to get to where we are today. And we're going to you know, two and a half, three X at You know over the next 10…”

Tyler Scriven Mar 15, 2024 ▶ 24:37 Ep 81: How Palantir Star Tyler Scriven Is Helping Small Business Compete With Amazon · Joe Lonsdale

Sep 5, 2025 neutral

Assertion Supported

Abbott: E-Commerce Remains Sub-20% of Total Commerce

“E-commerce at that time, and I think still is, like, sub-twenty percent of all commerce at that time, it was close to 12%.”

Harish Abbott Sep 5, 2025 ▶ 11:46 How AI Agents Are Transforming Logistics · Joe Lonsdale

e-commerce

Everything said about e-commerce, oldest first

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