Barbie
6 statements across 1 episodes · 2 bullish · 1 bearish · 3 people on the record · first statement Aug 4, 2023 by Dave Morin · across every show →
Everything said about Barbie, oldest first
Aug 4, 2023 neutral
Dave Morin: Nostalgia cycles peak after 20 years when buyers reach peak earnings
“The trends that start, you know, trends that happen 20 years after, they tend to happen 20 years after the products become popular because the people that were buying them, and in this case the nineties, are at their peak earning potential.”
Aug 4, 2023 bearish
Sam Lessin: Commerce curation will shift from platforms to trusted creators
“So it's like in the end of the day, whether it can't be Amazon because it's too diverse and heterogeneous, right? Like it's not going to be the Apple app store, even if they want to rep privacy or something, right? Like, it's going to be individual people in a…”
Aug 4, 2023 neutral
Aug 4, 2023 neutral
Aug 4, 2023 positive
Aug 4, 2023 positive
Dave Morin: Post-internet hunger for real-world connection drives massive live event economics
“People really desire this like tribal connection to other people and to have a shared experience in the real world again. And that to some extent, this is one of the inputs driving this business output that we're talking about.”