Sene

8 statements across 1 episodes · 5 bullish · 3 bearish · 2 people on the record · first statement Mar 3, 2025 by Ray Lee · said 14 times in 1 episodes since 2025 · across every show →

Mentions by year

brought up most by Ray Lee (11), Josh Muccio (3)

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2025 14 mentions in 1 episode

every mention, scene by scene, with the transcript →

Everything said about Sene, oldest first

Mar 3, 2025 bullish
Prediction Open · timeframe Mar 2027
Lee: Sene will reduce delivery lead times to 5-7 days
“So right now the lead time is about two and a half weeks, and then we think within two years we can get it down to about five to seven days from order to delivery.”
Ray Lee Mar 3, 2025 ▶ 6:58 #86 If the Suit Fits, Invest.
Mar 3, 2025 negative
Insight
Goldberg: Digital sizing surveys fail to overcome trust issues for premium apparel
“And what we found is a lot of great brands out there, but when you're talking about a product that's, I don't know, 500 dollars, 700 dollars, maybe even a thousand dollars. That little extra convenience of being able to fill out a survey in someone's home didn…”
David Goldberg Mar 3, 2025 ▶ 8:42 #86 If the Suit Fits, Invest.
Mar 3, 2025 bullish
Assertion Not checkable as stated
Lee: Sene reached a $1.6M run rate while fully bootstrapped
“We're at a 1.6 million run rate, and that's bootstrap to date.”
Ray Lee Mar 3, 2025 ▶ 4:31 #86 If the Suit Fits, Invest.
Mar 3, 2025 bearish
Opinion
Goldberg: Sene's fit technology cannot scale into a multi-hundred-million-dollar platform
“I don't think there's anything novel enough in the underlying fit technology To build the whole base of the company around that. And I don't think that will scale to be a multi hundred million dollar technology platform.”
David Goldberg Mar 3, 2025 ▶ 11:40 #86 If the Suit Fits, Invest.
Mar 3, 2025 bullish
Assertion Not checkable as stated
Lee: Sene grew 60 percent month-over-month for seven consecutive months
“For the last seven consecutive months, we've been growing at 60% month over month.”
Ray Lee Mar 3, 2025 ▶ 4:28 #86 If the Suit Fits, Invest.
Mar 3, 2025 negative
Assertion Partly supported
Lee: Traditional custom suit shops like Indochino do not accept returns
“Traditionally, whether it's Indochino or one of these other custom shops, you can't return the product.”
Ray Lee Mar 3, 2025 ▶ 9:22 #86 If the Suit Fits, Invest.
Mar 3, 2025 positive
Assertion Not checkable as stated
Lee: Sene maintains an online order return rate under 6 percent
“Our return rate for online orders is sub six percent.”
Ray Lee Mar 3, 2025 ▶ 6:09 #86 If the Suit Fits, Invest.
Mar 3, 2025 positive
Assertion Contradicted
Lee: Sene raised $500,000 via crowdfunding after all VCs passed
“So we raised half a million, all the VCs passed and all the angels and customers came in.”
Ray Lee Mar 3, 2025 ▶ 22:34 #86 If the Suit Fits, Invest.
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