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commerce

2 statements across 2 episodes · 2 bullish · 0 bearish · 2 people on the record · first statement Dec 27, 2024 by Aaron Levie · across every show →

Everything said about commerce, oldest first

Dec 27, 2024 positive
Insight
Levie: Discovery efficiency gains consistently expand consumer commerce volume
“Every time there's been a, you know, any efficiency gain in people discovering things, they just buy more stuff, they transact more, they do more commerce.”
Aaron Levie Dec 27, 2024 ▶ 1:19:58 #79: The More or Less Holiday Special Pt. 1 (AI Highlights) · More or Less Podcast
Oct 10, 2025 positive
Insight
Lessin: Advertising and Commerce Are the Same Business, but Ads Pay More
“Ads and commerce is the same business. Ads is a more profitable version of it.”
Sam Lessin Oct 10, 2025 ▶ 39:53 Oracle's GPU Margins, OpenAI’s Consumer Playbook, and the Ads vs Commerce Endgame · More or Less Podcast
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