Webvan

2 statements across 1 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Jan 3, 2022 by Ben Gilbert · said 7 times in 4 episodes since 2022 · across every show →

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brought up most by David Rosenthal (4), Fabrice Grinda (1), Anthony Scaramucci (1), Allison Thacker (1)

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Everything said about Webvan, oldest first

Jan 3, 2022 bullish
What-if
Gilbert: Webvan would have beaten Instacart if it had modern capital
“If there was the capital available to those startups, then the way there is today, then perhaps I wouldn't be ordering from Instacart yesterday. I'd be ordering from web van because they would have been able to stay the course because at scale, that business m…”
Ben Gilbert Jan 3, 2022 ▶ 20:56 David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment World 1 (Capital Allocators, EP.229)
Jan 3, 2022 positive
Opinion
Rosenthal: Bad timing, not bad models, killed dot-com startups
“And the reality was that was all wrong. It was just timing and exogenous factors that made that not work at the moment.”
David Rosenthal Jan 3, 2022 ▶ 20:44 David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment World 1 (Capital Allocators, EP.229)
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