Ahmed: E-commerce brand value lies in operators, not physical inventory
Kazi Ahmed · He went from 0 to a $210M exit in 3 years—without inventing anything new. | Kazi Ahmed, Founder o... · PMF Show · May 19, 2025 · at 10:05
Kazi Ahmed, founder of Carbon6, explains why traditional Amazon brand aggregators frequently struggled after acquiring independent merchant businesses.
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“The acquirer was looking at sort of, you know, the inventory and the store as the asset, and sometimes the owner as the liability, when it's actually completely flipped. This same owner, you know, after selling their sort of water bottle brand, would go out and start a yoga mat company, and that would also be incredibly successful. Nothing to do with their inventories, their sort of ability to build that business.”
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