e-commerce
3 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Mar 28, 2022 by Kathy Xu · across every show →
Everything said about e-commerce, oldest first
Mar 28, 2022
Xu: E-commerce companies must rely on repeat cohorts over paid acquisition
“One thing about e-commerce, and it's very good, but you need to spend a lot of money acquiring the customer. You cannot rely on acquiring customer, new customer, because the media is going to be a monopoly. Media is monopoly, and they use bidding system, so ac…”
Feb 15, 2024
E-commerce value proposition relies on execution, not the core product
“If you think about building an e-commerce company, whether it's fashion or any other thing that you're selling, the core product that you're selling is a very small part of the value proposition. What you're ultimately building is an executional machine. You'r…”
Jul 30, 2026 bullish
Hochfelder: Industrial real estate is a huge beneficiary of AI adoption
“Industrial real estate is a huge beneficiary. It's simple things like AI as an accelerant to e-commerce growth. It's advanced manufacturing. How AI is accelerating that, particularly here in this country, as a driver of demand.”