e-commerce

4 statements across 3 episodes · 3 bullish · 0 bearish · 3 people on the record · first statement Sep 13, 2024 by Rohit Badangay · across every show →

Everything said about e-commerce, oldest first

Sep 13, 2024 positive

Disclosure

Badangay: Zamp targets e-commerce and SaaS companies with $1M to $200M revenue

“The pain point is just the highest of the e-commerce SaaS segment, but specifically within these like one to two hundred million dollar revenue businesses.”

Rohit Badangay Sep 13, 2024 ▶ 21:45 Zamp's Series A: $14M in 15 Months · Sourcery with Molly O'Shea

Apr 13, 2026 bullish

Prediction Not checkable as stated

AI Assistants Will Take Over Price Discovery and Deal Hunting

“There's things like price discovery. There's things like Deal hunting and all of that sort of fairly easy to imagine if you're, whenever you caught yourself thinking, I wish I had an assistant to do this for me. You will now like that. That's where it's all go…”

Max Levchin Apr 13, 2026 ▶ 52:11 Max Levchin: “The Net IQ of the World Is About to Go Up 50 Points” · Sourcery with Molly O'Shea

Apr 13, 2026 neutral

Prediction Not checkable as stated

Entertainment-Driven Shopping Will Never Become Entirely Robotic

“So forms of shopping that are pure entertainment are never going to go entirely robotic.”

Max Levchin Apr 13, 2026 ▶ 52:04 Max Levchin: “The Net IQ of the World Is About to Go Up 50 Points” · Sourcery with Molly O'Shea

Aug 14, 2026 bullish

Prediction Not checkable as stated

Foroughi: AI chatbots will not eliminate ad-driven e-commerce

“We get questions like, well, isn't the chatbot going to tell everyone what to buy and just complete the transaction and no one will ever do e-commerce off of an ad again. And what that leaves a sight of is that people actually like to shop and people want to l…”

Adam Foroughi Aug 14, 2026 ▶ 1:14:56 Inside AppLovin’s $100B Ad Engine

e-commerce

Everything said about e-commerce, oldest first

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