Shopify

5 statements across 5 episodes · 1 bullish · 0 bearish · 5 people on the record · first statement Nov 1, 2021 by Savneet Singh · said 31 times in 12 episodes since 2020 · across every show →

Mentions by year

brought up most by Aydin Senkut (10), Mike Trigg (5), Rick Heitzman (3), Ali Hamed (3), Steve Papa (2), Fabrice Grinda (2), Ted Seides (1), Stephen McKeon (1)

tap a year for its mentions
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03620202021202220232024episodes it came up in
00234620202021202220232024episodesmentions per episode
2024 1 mention in 1 episode
2023 4 mentions in 1 episode
2022 19 mentions in 6 episodes 3 per episode
2021 3 mentions in 2 episodes 2 per episode
2020 4 mentions in 2 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Shopify, oldest first

Nov 1, 2021 positive
Insight
Singh: If missing Airbnb or Shopify, invest in their ecosystem drafts
“The foundation of Coventry in many ways, and the way that I used to invest was this idea that if you miss the big platform, you don't invest in Airbnb, you don't invest in Shopify, was to sort of draft off of their success and finding ways to build or invest i…”
Savneet Singh Nov 1, 2021 ▶ 41:39 Savneet Singh – The Operator/Investor whose Software is Feeding the World (Capital Allocators, EP.220)
Jan 31, 2022
Insight
Hamed: Top Amazon sellers get free traffic while Shopify merchants buy ads
“An Amazon seller who's ranked highly in a category doesn't need to spend much money on marketing and ads because the traffic will come to them for free. It's almost like you're in a mall without paying for the rent for foot traffic. In Shopify, that's not true…”
Ali Hamed Jan 31, 2022 ▶ 33:10 Ali Hamed – Novel Venture Investing at CoVenture, Venture is Eating the Investment World 5 (Capital Allocators, EP.233)
Feb 7, 2022
Assertion Not checkable as stated
Sourcing Shopify took Aydin Senkut eight emails; Adyen took two years
“I think Shopify took me eight emails until Toby said yes. And he asked me to fly to Ottawa. Addion took me two years to break through. Rovio took me a year and a half and I had to meet them in the U S and London in Helsinki.”
Aydin Senkut Feb 7, 2022 ▶ 36:06 Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (Capital Allocators, EP.234)
Apr 4, 2022
What-if
Papa: Reframing Endeca as e-commerce sooner could have rivaled Shopify
“If I had framed the world as e-commerce sooner, we probably would have had a much longer runway as an independent company. We would have at least had a chance to enter the world of Shopify, but we didn't.”
Steve Papa Apr 4, 2022 ▶ 26:29 Steve Papa – Entrepreneur's Perspective on Venture, Venture is Eating the Investment World 13 (Capital Allocators, EP.244)
Nov 13, 2023
Insight
Heitzmann: Extreme venture returns require executing on multiple non-consensus theses simultaneously
“If you're doing multiple non-consensus things and you're able to execute, that's how you create the Grand Slam home runs, the Shopify's, the Pinterest's, the Riot Games of the world.”
Rick Heitzman Nov 13, 2023 ▶ 31:33 Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)
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