Procter & Gamble
2 statements across 2 episodes · 0 bullish · 2 bearish · 1 people on the record · first statement Feb 21, 2022 by Benedict Evans · said 15 times in 10 episodes since 2020 · across every show →
Mentions by year
brought up most by Benedict Evans (15)
tap a year for its mentions
2023 1 mention in 1 episode
2022 10 mentions in 6 episodes 2 per episode
2021 1 mention in 1 episode
2020 3 mentions in 2 episodes 2 per episode
Everything said about Procter & Gamble, oldest first
Feb 21, 2022 bearish
Evans: Most DTC Brands Will Fail Independently and Face Acquisition
“Clearly a whole bunch of these aren't going to work. A whole bunch of these are going to get aggregated up into Amazons and so on. A whole bunch of them will reach a point scaling point where they need to get bought by Sephora or Procter & Gamble or whoever it…”
Dec 11, 2022 negative
Evans: Fears that Amazon's iRobot deal supercharges advertising are delusionally paranoid
“They bought iRobot, which prompted some absolutely hilariously, kind of delusionally paranoid things about, oh my god, Now Amazon is going to have a millimeter scale accurate model of your house, and just think what they could do with that. Now their advertisi…”