Evidence receipt / belief
Published · transcript-backedBen Gilbert: belief
18 Nov 2024 Acquired IKEA
“I think there are certainly a lot of question marks around what do they look like in an e-commerce world, a world that’s shifting to urbanization, and a world where they’re now a big company.”
Source trail
Everything needed to verify it.
- Speaker
- Ben Gilbert
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 18 Nov 2024
- Publisher
- Acquired
- Episode
- IKEA
Transcript context
…I think so. I’m so glad we did this company. It was, in many ways, off the wall. It’s this private, weird structure. Nobody can invest in it. Totally. And I will tell you, for some reason I’m just not as fired up about it as compared to a Costco or an Hermes. But you study it, it’s really interesting, and it totally is n-of-1. I think the future to me is not quite as clear as some of these other companies. I think there are certainly a lot of question marks around what do they look like in an e-commerce world, a world that’s shifting to urbanization, and a world where they’re now a big company. What are they going to do with all this cash, et cetera.…
Stored transcript either side of the excerpt. The highlighted words are the published quote; the surrounding text is unedited source, never generated.