AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
The Caspers of the World
A lot of these D2C companies have like market caps and like the 50 to 200 million dollar range where they've raised like half a billion or more. But you know, I don't think that Wall Street's judgment of a lot of these companies is an accurate representation of how these businesses could be run. You know, Casper was the first company to put a mattress in a box and figure out how to sell it online and build that behavior. Like whoever the next company was that did it, they would have had the hardest time and ended up in the same position.