Speakers in the public record
Claim mix
belief 5evaluation 4observation 2commitment 2prediction 2recommendation 2uncertainty 1preference 1
Evidence policy
Every row below preserves an exact excerpt. Identified speakers are linked; unresolved voices are labeled and excluded from people counts.
Claim ledger
The useful parts, with receipts.
19 published records
“In theory for the flippers, they wouldn’t get less the money the higher you price. So I think from the very beginning, the investment bankers are trying to find what a nice bump is but not an incredibly overwhelming bump, because it feels like you’ve left too much money on the table yet if you don’t kind of have it be if it breaks the IPO price, then it becomes a negative story.”
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- Not verified from transcript
- Publisher
- Acquired
“I would say that but when you say there was no “oh crap” moment, there’s plenty of times in the history of all these businesses where there are “oh crap” moments.”
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- Not verified from transcript
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- Acquired
“Part of that is obviously artificial intelligence. But at the Starbucks annual meeting this week, they previewed you get into your Ford car and you order your latte from there and you pick it up on the way to work.”
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- Not verified from transcript
- Publisher
- Acquired
“I think Starbucks raised about 250 or 300 million in equity in total before it kind of flipped around and the cashflow generation of the existing store base was greater than the incremental amount of cash required to build new stores.”
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- Not verified from transcript
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- Acquired
“I think that is the story of resiliency, tenacity, whether or not it's Apple or Starbucks, these are not straight lines.”
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- Not verified from transcript
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- Acquired
“I will quickly read the poem because in my mind, it says it all: When you get what you want in your struggle for self And the world makes you king for a day Just go to the mirror and look at yourself And see what that man has to say.”
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- Not verified from transcript
- Publisher
- Acquired
“I don’t know how you guys feel but I knew 15 years ago that Apple was on to something when my 70-year-old mother-in-law at the time told me how she’s making reservations at the Apple store and she just loves it and she’s learning. So, I think, you know, it’s not a surprise to see Amazon first with the bookstore and then eventually go because again, let’s take it full circle.”
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- Not verified from transcript
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- Acquired
“Anyhow, I came up to Seattle and I will never forget the time, it was an August day in 1991 and I took a cab in from Sea-Tac.”
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- Not verified from transcript
- Publisher
- Acquired
“Exactly. But I think the other thing I would say is if you know you have 18 opportunities to exceed your customer’s expectations or flubbing, everything matters.”
- Speaker
- Not verified from transcript
- Publisher
- Acquired
“The second wave being the truly compelling version of AOL being Facebook and social. And we talked about social media earlier and I think of Starbucks being the social place, Facebook being the social place, the insight being that once you bring human interaction into a market, you can completely transform it, and then you have the third wave today of the further disaggregation of everything happening on Facebook, that of course Facebook is a big part of with the messengers and WhatsApp and Snapchat and Instagram, taking the photos, but basically creating through tech, through data but also through humans matching the best of each individual element for you personalizing it to what you’re doing.”
- Publisher
- Acquired
“Looking at geek culture from the ‘80s and it just takes me back to my childhood, like The Legend of Zelda, Sonic the Hedgehog, all the cartoon TV shows. Super, super fun stuff and these guys are hilarious, so I highly recommend.”
- Publisher
- Acquired
“I often don’t think it’s worth it to pull my phone out when my hands are cold in this Seattle weather and like punch in the order, But if there were, and I know this is a problem on Apple’s side, not Starbucks’ side, but if I could pull out Siri and say “three minutes almond milk latte, Starbucks 3rd and Madison” and it was just there, I think that’s when you break out of that uncanny valley and it actually slots right into your life in a convenient way.”
- Publisher
- Acquired
“Well, that's a great lead-in to go in hard into tech themes here. It’s shocking to think that the lack of information and the significantly fewer options available to anyone, to companies, to investment bankers, to venture capitalists in those days and we see very different companies and very different market dynamics falling out because of, well, the internet.”
- Publisher
- Acquired
“David, it's important to note they didn’t brew coffee. It’s not just because they were drawing some hard line in the sand like you could see today of like we’re not going to be like that every other street corner that you see that has a coffee shop on it where people are brewing coffee and sitting there and drinking.”
- Publisher
- Acquired
“We introduced on the Snap IPO a new section, narratives. But one I think that doesn’t make total sense and would be really hard to do the research given how long ago the Starbucks IPO happened, that narrative section that we’re going to do going forward is what the company’s narrative is that they’re trying to tell during the IPO process and what the narrative is in the press and the market around it.”
- Publisher
- Acquired
“Oh, that was because of the combination. Okay, that makes sense. Still even then, for the next basically 5+ years they practically double revenue every year which in a bricks and mortar retail business is hard.”
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- Acquired
“Dan and Maveron are great early-stage VC investors and investors both in PSL where Ben works and co-investors with many of the companies I work with at Madrona, and really delightful folks to work with.”
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- Acquired
“They were one of the first to pioneer putting those gift cards in the app and now I don’t think I’ve actually used cash or a credit card at a Starbucks to buy anything other than reloading my card so I can get my stars. They’ve always been pioneers in loyalty and then using technology as a lever to strengthen the loyalty program, I think in my mind at least, that’s the thing that they’ve really exemplified the best in using technology of any retailer on earth.”
- Publisher
- Acquired
“Just doing tech or just doing mobile ordering for the technology aspects isn’t going to work, and this is why I think Starbucks has executed so well on in the last few years is, you know, doing the order-ahead in the app with my stored value, like it makes the experience better because I get my coffee faster.”
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