consumers
also referred to as: consumer
3 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Feb 24, 2026 by Dan Sundheim · across every show →
Everything said about consumers, oldest first
Feb 24, 2026
Sundheim: Companies rarely succeed pursuing multiple end markets simultaneously
“I rarely have seen any company succeed trying to do, go after Multiple end markets at the same time. You know, it's usually you have an A team. An A team is focused on one thing. Your culture as a company is oriented towards either consumer or enterprise.”
Feb 24, 2026 neutral
Aug 18, 2026 negative
Thompson: Consumers refuse to pay for software and ignore productivity
“Consumers don't want to pay. So there's two things to understand about consumers that Silicon Valley has to relearn about every 10 years. Number one, consumers do not want to pay for software. And number two, consumers do not care about being productive.”