Public evidence record
Published podcast speaker
Claim ledger
10 transcript-backed records
01 / belief
“Whereas, if you get the hard part done upfront, it opens up a lot of amazing adjacencies, different ways to grow. I think there's definitely truth in that statement.”
02 / belief
“I think people understand now, if they didn't before, that paid acquisition tends to get worse as you scale.”
03 / belief
“Some things I pay attention to is if they're talking about solutions that are going to take a long time to get signal from, whether it's months and months of engineering time before you actually see the impact on users or the business, I think that's always great.”
04 / belief
“I think Zillow is really interesting in that a real estate listing site is not particularly an interesting product, but the ability of saying, very rarely do both sides of this network, people who are buying homes and selling homes need to connect, but I can find a way for the brand to connect with both of them by giving real time pricing information on the value of homes, and that creates a much stickier product for both sides.”
05 / belief
“Help your companies build better products and better businesses. That's all I care about.”
06 / belief
“OpenTable promised both a SaaS tool that would help you understand what tables are open and where to seat people, so for the host in the front of the house in a restaurant, but also bring in additional reservations to fill up your restaurant. Because I think what people misunderstand about restaurants is they're, "Oh, these restaurants are these incredibly low-margin businesses.”
07 / belief
“I think you overestimate my importance or awareness in the community. I think most people have no idea who I am when they start talking to me.”
08 / belief
“Faire is a company I advised more recently that I think has unlocked this model in the reverse, where Faire is a wholesale marketplace between independent retailers and brands so that you could sell products at these retailers, like a boutique in your local neighborhood.”
09 / belief
“I think the main way this happens with cross-side network effects that we typically talk about for marketplaces is when a disruptor dramatically expands selection.”
10 / belief
“I think there was this conventional wisdom to just focus on building until you found product market fit and then you can worry about growth.”