Warby
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 13, 2024 by Alex Lieberman · across every show →
Everything said about Warby, oldest first
Mar 13, 2024 negative
LTV-Driven DTC Startups Like Casper and Away Harmed Late-Stage Investors
“By the way, this essay was written before the DTC boom, but this is the story of so many direct-to-consumer companies, whether it's Away Luggage, Casper, Warby, et cetera. Ton of money was given to these brands early on to spend a ton on paid marketing. The ea…”