Casey Winters
5 statements across 1 episodes · 1 bullish · 1 bearish · 1 people on the record · first statement May 30, 2024 by Casey Winters · across every show →
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Everything said about Casey Winters, oldest first
May 30, 2024
Winters: SaaS networks yield fewer venture wins than demand-owning marketplaces
“It's generally lower take rate. If you have a take rate model, it's gonna be more like five percent versus 15%. And then of course you're paying the payment processing. It's harder to build a massive scale business. So you see fewer venture wins in that catego…”
May 30, 2024 bullish
Winters: Whatnot scaled from Funko Pops into multi-billion-dollar livestreaming
“Whatnot is one of the companies I work with as an advisor, and their first category for their live streaming marketplace was Funko Pops, which is an incredibly tiny category, right? It showed that they could make obsessive collector communities hang out and tr…”
May 30, 2024
May 30, 2024
May 30, 2024 negative
Winters: Owning demand matters most in marketplaces, contrary to Uber's philosophy
“And famously, Uber, like, does not believe this. They believe supply is all that matters, and I fundamentally disagree. Supply is It's a lot of times the tool to get demand, but owning demand is what keeps the supply happy.”