Category Archives: e-commerce

Sequoia’s new structure, $HOOD and $TWTR earnings + Bolt’s Ryan Breslow: 4-day work week | E1313

First, Jason covers Sequoia’s VC-redefining transition to an evergreen fund (1:54). He continues Q3 earnings coverage with Robinhood (13:38) and Twitter (21:10). Then, Ryan Breslow from Bolt joins to discuss transitioning to a 4-day work week, open-sourcing their company handbook and running a startup effectively (28:07).

Facebook’s Q3 earnings breakdown: revenue, user growth, rumored rebrand + Italic’s Jeremy Cai | E1312

First, Jason breaks down Facebook’s Q3 earnings, including: growing revenue and profits, slowing user growth, AR investment and its new reporting structure (2:00). He also covers Facebook’s potential rebrand as a metaverse-focused company and its declining usage amongst US teens and young adults. (11:35) Then, Italic’s Jeremy Cai joins the show to discuss his innovative new e-commerce concept, ruffling feathers with incumbents, supply chain insights, and more! (25:58)

OpenSea admits employee was front-running featured NFTs + Goldbelly CEO Joe Ariel on food e-commerce | E1283

First, Jason breaks down NFT platform OpenSea admitting one of their employees was front-running featured items (2:02). Could this tip off the SEC that NFTs might be securities rather than collectibles (12:01)? Then, Jason talks to Producer Rachel about TWiST Meetups (18:24). Finally, Goldbelly CEO Joe Ariel joins to talk about his high-end food marketplace, being the first mover in a blossoming category, the food e-commerce market & more. (30:15)

US initiates crypto regulation, Robinhood IPO access, Slack as a Trojan Horse PLUS Magic Spoon CEO Gabi Lewis | E1220

Jason hits the recent restrictions on crypto from the U.S. and China, Robinhood allowing users to get in at IPO prices, and Antonio García Martínez’s chat with Kara Swisher (1:15). Then in the main segment, Magic Soon Cereal Co-Founder Gabi Lewis discusses the difference between a good product and product-market fit (25:47), how Magic Spoon does influencer marketing (45:25), classic cereal flavors & more!

Fundraising | Scaling Your Startup S2 E4 with Density’s Andrew Farah and SoleSavy’s Dejan Pralica | E1210

Two startup CEOs share their approach to fundraising, Andrew Farah explains the strategy he used to raise $100M for Density (03:58), Dejan simplifies his community-forming principles for SoleSavy (38:27), and both give tactical lessons from the mistakes they made along the way (46:23)! Deck:

Sahil Lavingia on Gumroad’s groundbreaking equity crowdfunding raise, lessons from a decade-long startup journey, insights on rolling funds & more | E1188

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Tobi Lütke on Shopify’s impact on the creator economy, COVID forcing focus, early Internet breakthroughs, evolving as a remote manager & much more | E1184

Shopify CEO Tobi Lütke joins Jason for a conversation covering how software compounds innovation, pandemic lessons, making entrepreneurship trivial on the internet and more!
Pod notes here:

Flexport CEO Ryan Petersen on “going big” with $1B funding round, insights from scaling globally, lessons from the pandemic | E1169

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Outer CEO Jiake Liu on standing out in DTC, go-to-market innovations, pitching at Remote Demo Day & more | E1165

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