Ring
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement May 3, 2024 by Sam Lessin · across every show →
Everything said about Ring, oldest first
May 3, 2024 bearish
Lessin argues consumer hardware hits Ring and Nest weren't strong companies
“The track record of venture capital going into consumer hardware, there are a few examples of people who just barely got out by the skin of their teeth with reasonable outcomes, right? Ring, Nest, etc. But those were not actually fundamentally strong companies…”