consumers
also referred to as: consumer
5 statements across 5 episodes · 1 bullish · 4 bearish · 5 people on the record · first statement Mar 14, 2022 by Saahil Goel · across every show →
Everything said about consumers, oldest first
Mar 14, 2022 bullish
Goel: Consumer demand will shift toward instant and two-hour delivery
“Consumers will eventually, you know, their buying behaviors will shift. You know, they will want things instantly. They may not want everything instantly, but if, you know, if you're a brand with a hundred SKUs, they may want the top five, or you may want your…”
Sep 19, 2022 negative
Taneja: Incremental improvements fail because consumer inertia prevents switching
“I think slightly better than others doesn't work. Consumers won't shift to you. You have to be fundamentally very different from consumer, from other sort of avenues where consumers can shop at so that, you know, I mean, that's the only thing that moves consum…”
Aug 25, 2023 negative
Mar 12, 2026 negative