e-commerce

3 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement May 4, 2023 by David Singleton · across every show →

Everything said about e-commerce, oldest first

May 4, 2023 bullish

Assertion Supported

Stripe now processes as much volume as 2010's entire e-commerce industry

“Stripe today, like we move as much money as all of e-commerce was when Stripe got started.”

David Singleton May 4, 2023 ▶ 53:05 Building a culture of excellence | David Singleton (CTO of Stripe)

Dec 7, 2023

Insight

Rathi: Finding paying users in India is far harder than gaining engagement

“While there's a lot of people who are going to give you know, traffic and engagement and so on, but the craft of actually choosing the right kind of paying customer who will actually come and engage and give you money is, Is, is at a premium. So a lot harder w…”

Anuj Rathi Dec 7, 2023 ▶ 13:28 The full-stack PM | Anuj Rathi (Swiggy, Jupiter Money, Flipkart)

Aug 2, 2026 neutral

Assertion Supported

E-commerce has never exceeded 20% of total US retail spend

“E-commerce has never exceeded 20% of retail spend in America.”

Tom Verrilli Aug 2, 2026 ▶ 1:07:39 This CPO regrets that product management exists | Tom Verrilli (CPO of Whatnot)

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e-commerce

Everything said about e-commerce, oldest first

Turn any episode into a week of clips.