MakeSpace

4 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 8, 2023 by Rahul Gandhi · said 9 times in 1 episodes since 2023 · across every show →

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brought up most by Joe Lonsdale (8), Rahul Gandhi (1)

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2023 9 mentions in 1 episode

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Everything said about MakeSpace, oldest first

Mar 8, 2023
Insight
Gandhi: Tech-enabled storage operates like SaaS with long-tail customer retention
“Our business is interesting cause we're, you know, truly a consumer subscription business. Like there's a lot of SAS like elements to how we operate the business. And you know, you are burning a lot of Capital up front as you're growing, because you have that …”
Rahul Gandhi Mar 8, 2023 ▶ 27:16 How to Disrupt the $38 Billion Storage Industry · Joe Lonsdale
Mar 8, 2023
Disclosure
Gandhi: I drove MakeSpace delivery trucks for 18 months before Series A
“Yeah, so I drove the truck for a year and a half, and I remember our first board meeting when we sat down, and you know, we had just raised our Series A, and the question was, are you going to keep driving the truck?”
Rahul Gandhi Mar 8, 2023 ▶ 14:17 How to Disrupt the $38 Billion Storage Industry · Joe Lonsdale
Mar 8, 2023
Assertion Not checkable as stated
Gandhi: Storage customers interact with items only 3-4 times
“And over the lifetime, customers actually interact maybe three or four times. And it's sometimes to take stuff out or sometimes to put stuff back in.”
Rahul Gandhi Mar 8, 2023 ▶ 12:37 How to Disrupt the $38 Billion Storage Industry · Joe Lonsdale
Mar 8, 2023 bullish
Prediction Not checkable as stated
Gandhi: Clutter and MakeSpace merger creates an insurmountable logistics moat
“The muscle that we could bring between the logistics knowledge that we have, plus a partnership that Nobody else could have at this point, which is scaling, you know, incredibly well you know, you just create such a competitive mode that it's going to be reall…”
Rahul Gandhi Mar 8, 2023 ▶ 22:42 How to Disrupt the $38 Billion Storage Industry · Joe Lonsdale
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