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
Opinion
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…”
Katrina Lake Apr 2, 2018 ▶ 15:10 Stitch Fix: Katrina Lake
Jun 4, 2018
Insight
Naficy: Entrepreneurs must discount claims that people won't buy items online
“Yeah, so I mean, if you hear that as an entrepreneur, you've got to discount that massively, because trust me, it's been everything, all of those things have been set.”
Mariam Naficy Jun 4, 2018 ▶ 12:39 Minted: Mariam Naficy
Jun 4, 2018
Assertion Contradicted
Naficy: Literally no one was selling cosmetics online in 1998
“Nobody was selling cosmetics online. Nobody. Can you believe? Literally no one.”
Mariam Naficy Jun 4, 2018 ▶ 13:56 Minted: Mariam Naficy
Jun 4, 2020 bearish
Prediction Didn’t hold up
Hyman: Retail will not return to majority offline purchases
“I don't think that we're going back into a world where the majority of what we buy is done offline.”
Jenn Hyman Jun 4, 2020 ▶ 5:43 How I Built Resilience: Live with Jenn Hyman
Aug 29, 2020 positive
Insight
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…”
Niraj Shah Aug 29, 2020 ▶ 23:10 How I Built Resilience: Niraj Shah and Steve Conine of Wayfair
Feb 22, 2021 positive
Insight
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 …”
Chieh Huang Feb 22, 2021 ▶ 1:17:17 Boxed: Chieh Huang
May 17, 2021
Insight
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…”
Marc Lore May 17, 2021 ▶ 28:05 Diapers.com & Jet.com: Marc Lore
Apr 4, 2022 bullish
Prediction Not checkable as stated
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.”
Andy Dunn Apr 4, 2022 ▶ 57:33 Bonobos: Andy Dunn (2019)
Sep 22, 2022 bullish
Prediction Not checkable as stated
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 …”
Marc Lore Sep 22, 2022 ▶ 35:03 HIBT Lab! Wonder: Marc Lore
Nov 13, 2023 neutral
Assertion Not checkable as stated
In 2014, Very Few High-Quality Bicycles Were Sold Online
“And back then in, in 2014, there wasn't a lot of bicycles being sold online. And those that are, were pretty low quality.”
Dave Weiner Nov 13, 2023 ▶ 14:11 Priority Bicycles: Dave Weiner
Mar 18, 2024
Insight
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…”
Larry Liu Mar 18, 2024 ▶ 23:37 Weee!: Larry Liu
Aug 5, 2024 neutral
Insight
Bosch: Candy requires physical retail distribution because it is an impulse purchase
“So, I always felt clear that e-com, I think for us, was going to be a surprise and delight, but that candy is an impulse purchase, and People are gonna wanna have a sweet tooth and pick up the bag in store.”
Tara Bosch Aug 5, 2024 ▶ 41:04 SmartSweets: Tara Bosch
Dec 30, 2024
Insight
Physical Retail Packaging Requires Text Legible From 10 Feet Away
“How you sell a product in retail is much different than how you sell it online. And so this, the box has to stand upright. The text has to be legible from say, 10 feet away, as opposed to, you know, three feet from your monitor.”
Dwight Lee Dec 30, 2024 ▶ 49:14 Hero Cosmetics: Ju Rhyu and Dwight Lee
Apr 28, 2025 neutral
Assertion Not checkable as stated
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…”
Danny Winer Apr 28, 2025 ▶ 17:41 Hexclad: Danny Winer
May 5, 2025 neutral
Assertion Not checkable as stated
Whisker adopted early e-commerce out of necessity due to low profit margins
“We were into e-commerce very early, just kind of by necessity due to the size of the product, and we didn't have a lot of margin in the product either.”
Brad Baxter May 5, 2025 ▶ 29:42 Whisker/Litter-Robot: Brad Baxter
Feb 9, 2026 neutral
Insight
Hastings: Late-1990s e-commerce mania resembled today's AI rush
“E-commerce was like AI as today which is everyone's doing.”
Reed Hastings Feb 9, 2026 ▶ 22:14 Netflix: Reed Hastings. “We’re Not a Family.” The Provocative Idea That Helped Build a Streaming Giant
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