e-commerce
5 statements across 5 episodes · 3 bullish · 1 bearish · 3 people on the record · first statement Nov 12, 2024 by John Coogan · across every show →
Everything said about e-commerce, oldest first
Nov 12, 2024
Mar 23, 2026 positive
Coogan: High-end experiential retail is the only way modern malls survive
“I feel like that has been the secret to success with the modern mall. There's a lot of malls that have sort of mid-tier or low-end retailers where it is actually pretty comparable to shopping online. You go in, there's no one that's really going to talk to you…”
May 8, 2026 negative
Chesky: Today's Text Chatbots Are the Wrong Interface for E-Commerce
“So what I think is e-commerce, you want a very rich user interface. It would be agentic. You can be able to have a conversation with it. You can talk to it. I could talk back to it, but I think the point is it has to be more visual. I think a text-based interf…”
Jul 2, 2026 bullish
Jul 7, 2026 bullish
Hormozi: Fast-scaling $100M e-commerce brands rely on decentralized UGC and AI screening
“Those guys are all completely the ones who are crushing it, going to zero to a hundred million plus in call it like 12 to 24 months. Like all the companies that are running the same playbook is decentralized. UGC with kind of like AI backend for screening for …”