Dollar Shave Club

26 statements across 5 episodes · 9 bullish · 6 bearish · 3 people on the record · first statement Dec 17, 2018 by Michael Dubin · said 113 times in 26 episodes since 2018 · across every show →

Mentions by year

brought up most by Guy Raz (90), Michael Dubin (12), Amy Errett (5), Mike Cessario (1), Krishna Kaliannan (1), Jen Rubio (1), Jeff Raider (1), Jamie Siminoff (1)

tap a year for its mentions
00254508201820192020202120222023202420252026episodesmentions
048201820192020202120222023202420252026episodes it came up in
007.54158201820192020202120222023202420252026episodesmentions per episode
2026 43 mentions in 3 episodes 14 per episode
2025 26 mentions in 7 episodes 4 per episode
2024 6 mentions in 4 episodes 2 per episode
2023 5 mentions in 1 episode
2021 1 mention in 1 episode
2020 2 mentions in 2 episodes 1 per episode
2019 3 mentions in 2 episodes 2 per episode
2018 27 mentions in 6 episodes 5 per episode

every mention, scene by scene, with the transcript →

Everything said about Dollar Shave Club, oldest first

Dec 17, 2018 negative
Insight
Dubin: Do not believe anyone claiming they can engineer a viral video
“Anybody that tells you that they can build you a viral video or don't believe them, I did not have huge hopes for this video.”
Michael Dubin Dec 17, 2018 ▶ 31:23 Live Episode! Dollar Shave Club: Michael Dubin
Dec 17, 2018 neutral
Assertion Not checkable as stated
About 80% of Dollar Shave Club's 300 employees are recent hires
“Something like, you know, 80% of our, you know, three hundred-ish employees are new within the last 18 months.”
Michael Dubin Dec 17, 2018 ▶ 45:47 Live Episode! Dollar Shave Club: Michael Dubin
Dec 17, 2018 positive
Disclosure
Dollar Shave Club shifted from monthly razors to infrequent full grooming kits
“We went from selling razors once a month to selling everything that you need a couple times a year. And that's working out really well, but just to get to that point required Transformation in advertising, and frankly, transformation of personnel.”
Michael Dubin Dec 17, 2018 ▶ 45:31 Live Episode! Dollar Shave Club: Michael Dubin
Dec 17, 2018
Assertion Supported
Dollar Shave Club raised $1 million in VC before its viral launch
“We had just raised about a million dollars in, in in venture capital.”
Michael Dubin Dec 17, 2018 ▶ 27:50 Live Episode! Dollar Shave Club: Michael Dubin
Dec 17, 2018
Assertion Supported
Science was Dollar Shave Club's first institutional investor with a $100,000 check
“So our first investor was a company called Science. They're out in Santa Monica. They gave us a 100,000 dollar check.”
Michael Dubin Dec 17, 2018 ▶ 27:57 Live Episode! Dollar Shave Club: Michael Dubin
Dec 17, 2018 negative
Opinion
Dubin: Raising venture capital was never easy for Dollar Shave Club
“Raising money has never been easy for us, and I think for, unless you're Snapchat circa 2000 whatever, you know, it's hard to raise money for any kind of company”
Michael Dubin Dec 17, 2018 ▶ 36:51 Live Episode! Dollar Shave Club: Michael Dubin
Dec 17, 2018 bullish
Assertion Contradicted
Dollar Shave Club captured 20% to 25% of the non-disposable razor market
“I think that, you know, as of now, there's about 20 to 25% of the men's non-disposable razor market that we have.”
Michael Dubin Dec 17, 2018 ▶ 42:17 Live Episode! Dollar Shave Club: Michael Dubin
Dec 17, 2018 negative
Insight
Dubin: Incumbents sue startups primarily to scare off capital and potential acquirers
“That's a playbook that big competitors, big incumbent competitors can do, you know, to make you look unattractive to capital, to make you look unattractive to potential acquirers.”
Michael Dubin Dec 17, 2018 ▶ 41:21 Live Episode! Dollar Shave Club: Michael Dubin
Dec 17, 2018 negative
Opinion
Gillette held an effective monopoly when Dollar Shave Club was founded
“Gillette at the time had, you know, an effective monopoly on this particular consumer product in this category.”
Michael Dubin Dec 17, 2018 ▶ 22:22 Live Episode! Dollar Shave Club: Michael Dubin
Dec 17, 2018
Assertion Not checkable as stated
Mark Levine held 250,000 surplus razors when he met Michael Dubin
“Well, the two things that he approached me about were, he was like, I've got razors. I got about 250,000 razors. Ok. He also had a couple thousand cake slicers.”
Michael Dubin Dec 17, 2018 ▶ 16:21 Live Episode! Dollar Shave Club: Michael Dubin
Dec 17, 2018 positive
Insight
Dubin: Competition forces startups to sharpen identity and focus
“The presence of competition pushes you to define yourself more specifically, and focuses you on the things that you want to do, and You know, definitely makes you work a little bit harder.”
Michael Dubin Dec 17, 2018 ▶ 37:47 Live Episode! Dollar Shave Club: Michael Dubin
Dec 17, 2018 positive
Insight
Dubin: Catastrophic startup outcomes are rare and composure develops with experience
“And, you know, yes, there are some times when the worst possible outcome happens, but it's really rare. And you go through enough sort of crises and near-death experiences, and you come out on the other side, and you kind of like, in your mind, you say to your…”
Michael Dubin Dec 17, 2018 ▶ 46:47 Live Episode! Dollar Shave Club: Michael Dubin
Jun 12, 2023 positive
Assertion Partly supported
Harry's was the only vertically integrated direct-to-consumer shaving company
“I think we sort of at one point said, said we were kind of the only truly vertically integrated company in the shave industry and that we literally grind steel and make razor blades and deliver them to your door vis-a-vis our own kind of e-commerce platform.”
Jeff Raider Jun 12, 2023 ▶ 54:26 Harry’s Razors: Andy Katz-Mayfield and Jeff Raider
Aug 18, 2025 neutral
Disclosure
Errett: Maveron passed on an early investment in Dollar Shave Club
“We saw an investment at Maveron called Dollar Shave Club. And we passed.”
Amy Errett Aug 18, 2025 ▶ 24:34 Madison Reed: Amy Errett
Oct 9, 2025 positive
Assertion Supported
Dubin: Dollar Shave Club's First Check Was $100K From Science Inc.
“So our first investor was a company called Science throughout in Santa Monica. They gave us a 100,000 dollar check.”
Michael Dubin Oct 9, 2025 ▶ 52:25 Advice Line with Michael Dubin of Dollar Shave Club
Jan 5, 2026 neutral
Assertion Supported
Gillette held an effective monopoly on razors when Dollar Shave Club launched
“This is, you know, Gillette at the time had, you know, an effective monopoly on this particular consumer product in this category.”
Michael Dubin Jan 5, 2026 ▶ 22:00 Dollar Shave Club: Michael Dubin, From Zero to a Billion Dollar Exit in Five Years (December 2018)
Jan 5, 2026
Assertion Supported
Startup studio Science wrote Dollar Shave Club's first $100K investment check
“So our first investor was a company called Science. They're out in Santa Monica. They gave us a 100,000 dollar check.”
Michael Dubin Jan 5, 2026 ▶ 27:40 Dollar Shave Club: Michael Dubin, From Zero to a Billion Dollar Exit in Five Years (December 2018)
Jan 5, 2026 negative
Disclosure
Dubin: Dollar Shave Club struggled to raise venture capital through Series D
“Raising money has never been easy for us, and I think for, unless you're Snapchat circa 2000 whatever, You know, it's hard to raise money for any kind of company and for all the reasons that you pointed out in the beginning, you know, what, how do you think th…”
Michael Dubin Jan 5, 2026 ▶ 37:04 Dollar Shave Club: Michael Dubin, From Zero to a Billion Dollar Exit in Five Years (December 2018)
Jan 5, 2026
Insight
Dubin: Razor manufacturing has high barriers due to metallurgical complexity
“There are not that many people in the world that make great razors. And you think about the science that's involved. For such an old school sort of product that's been around for a long period of time, There's an extraordinary amount of science that goes into …”
Michael Dubin Jan 5, 2026 ▶ 34:39 Dollar Shave Club: Michael Dubin, From Zero to a Billion Dollar Exit in Five Years (December 2018)
Jan 5, 2026 positive
Insight
Dubin: A business name should immediately convey what the company does
“I wanted the function of the business to come through in the name. And I think if you know, were to pluck somebody off the street and say what does a company called Dollar Shave Club do? You should probably be able to figure that one out.”
Michael Dubin Jan 5, 2026 ▶ 20:56 Dollar Shave Club: Michael Dubin, From Zero to a Billion Dollar Exit in Five Years (December 2018)
Jan 5, 2026
Assertion Supported
Dollar Shave Club raised $1M in venture capital before its public launch
“We had just raised about a million dollars in, in in venture capital.”
Michael Dubin Jan 5, 2026 ▶ 27:33 Dollar Shave Club: Michael Dubin, From Zero to a Billion Dollar Exit in Five Years (December 2018)
Jan 5, 2026 negative
Insight
Dubin: Incumbents sue startups specifically to scare off investors and acquirers
“That's a playbook that big competitors, big incumbent competitors can do, you know, to make you look unattractive to capital, to make you look unattractive to potential acquirers.”
Michael Dubin Jan 5, 2026 ▶ 41:35 Dollar Shave Club: Michael Dubin, From Zero to a Billion Dollar Exit in Five Years (December 2018)
Jan 5, 2026
Assertion Supported
Broad City's Lucia Aniello wrote Dollar Shave Club's viral video punchline
“So the line, are our blades any good? No. They're fucking great. Used to be, are our blades any good? No. And then some other bad joke. And she gave me that line. So I actually owe that to Lucia.”
Michael Dubin Jan 5, 2026 ▶ 26:33 Dollar Shave Club: Michael Dubin, From Zero to a Billion Dollar Exit in Five Years (December 2018)
Jan 5, 2026 neutral
Assertion Not checkable as stated
Mark Levine had 250,000 surplus razors and thousands of cake slicers
“Well, the two things that he approached me about were, he was like, I've got razors. I got about 250,000 razors. Ok. He also had a couple thousand cake slicers.”
Michael Dubin Jan 5, 2026 ▶ 16:01 Dollar Shave Club: Michael Dubin, From Zero to a Billion Dollar Exit in Five Years (December 2018)
Jan 5, 2026 positive
Assertion Partly supported
Dubin: Dollar Shave Club captured 20% to 25% of men's non-disposable razors
“I won't know the exact market share numbers off the top of my head, but I think that, you know, as of now, there's about 20 to 25% of the men's non-disposable razor market that we have.”
Michael Dubin Jan 5, 2026 ▶ 42:30 Dollar Shave Club: Michael Dubin, From Zero to a Billion Dollar Exit in Five Years (December 2018)
Jan 5, 2026 positive
Insight
Dubin: Startup competition is wonderful because it validates your market category
“The presence of competition pushes you to define yourself more specifically, and focuses you on the things that you want to do, and You know, definitely makes you work a little bit harder. So, you know, most people, when they first start a company, and then th…”
Michael Dubin Jan 5, 2026 ▶ 38:15 Dollar Shave Club: Michael Dubin, From Zero to a Billion Dollar Exit in Five Years (December 2018)
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