GMV
4 statements across 3 episodes · 0 bullish · 2 bearish · 3 people on the record · first statement Dec 27, 2023 by Sarah Tavel · across every show →
Everything said about GMV, oldest first
Dec 27, 2023 negative
Marketplace GMV is a vanity metric that does not indicate enduring value
“GMV is really actually a vanity metric. It doesn't get at the core of whether you're building enduring value. It's like very clear. And there's plenty of examples I could give where there are companies that had incredible scale and still were disrupted by a st…”
Jun 23, 2024 negative
Vora: Directing all teams toward top-line revenue causes 'toddler soccer'
“Sometimes when you give people direction, you're like, okay, everybody just go get revenue, or, you know, everybody just go get GMV. And it seems obvious, because that's the thing you have to do, right, as a company. But there's only a few places where you're …”
Nov 7, 2024 neutral