e-commerce
16 statements across 15 episodes · 5 bullish · 1 bearish · 14 people on the record · first statement Apr 2, 2018 by Katrina Lake · across every show →
Everything said about e-commerce, oldest first
Apr 2, 2018 positive
Lake: Curated apparel delivery beats spending evenings with 30 browser tabs
“If you could, instead of going to a mall all day, or instead of spending, you know, your entire evening with 30 browser tabs open to try to compare and contrast different jeans you want to buy, if you could get a box sent to you that had Two pairs of jeans, or…”
Jun 4, 2018
Jun 4, 2018
Jun 4, 2020 bearish
Aug 29, 2020 positive
Shah: Launching companies in downturns reduces competition and builds operational resilience
“The right time to start something is often the time that seems the least obvious. So for example, we started this business, which is an e-commerce business in 2002. Right after the dot-com crash, right after e-commerce was viewed as a bit of a fool's errand by…”
Feb 22, 2021 positive
E-commerce grocery shipping costs necessitate multi-item baskets to achieve profitability
“The more items you buy from Box or any e-commerce company, the more effectively you can price the items, because all those different, different items in that box, quote unquote, share that shipping cost, which is the biggest cost in e-commerce. And so, if you …”
May 17, 2021
Lore: Unlimited online shelf space makes subsidizing loss-leaders viable
“Online, the difference between a brick and mortar and online is online, you can sell so many more things because the unlimited shelf space. So we thought, okay, great. So let's drive people, you know, we're going to lose more money than a brick and mortar does…”
Apr 4, 2022 bullish
E-commerce platforms will vertically integrate proprietary brands just like Netflix
“The future of e-commerce was gonna look a little bit like the history of Netflix. That a platform that was streaming other people's content and distributing other people's content would vertically integrate and start to develop their own proprietary content.”
Sep 22, 2022 bullish
Lore: AI-driven text commerce will act like a best friend recommending products
“Using artificial intelligence and texting, I think people would be able to, in the future, just text what they want, and the system would know you as well as your best friend or family member, and be able to recommend precisely what you want, and either using …”
Nov 13, 2023 neutral
Mar 18, 2024
Liu: Career choices require passion, skill, and a multi-decade industry runway
“Like a business, you have to choose something you're passionate about and you're good at. So, so for me I think it applies to your personal career choice as well. I wanted to choose something that, I'm really passionate about. I also want to choose something I…”
Aug 5, 2024 neutral
Dec 30, 2024
Apr 28, 2025 neutral
Winer: Kitchenware Brands Treated Early Websites Merely as In-Person Sales Tools
“In, say, the kitchenware space. Your website and the ability to purchase online was looked at as just a tool to help you sell in person. You don't buy cookware that way. You know, it's kind of like people weren't quite yet, they were just beginning to buy clot…”
May 5, 2025 neutral