OPERATORS
E026: Consumer Takeovers, AI VS VC, Zuck's Digital & Physical Infusion, Q4, Alo IPO & More
Oct 18, 2023
Chefs and culinary experts discuss impending consumer takeovers, the impact of AI on VC and SAAS, Zuck's merging of physical and digital worlds, chefs as rock stars, Q4 preparations, unused credit line and positive balance sheet, Alo IPO, and compressed consumer behavior from Black Friday to Christmas.
40:08
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- The consumer market may see more take-privates as public consumer companies struggle and potential buyers seek to reshape and refine their business models.
- Building consumer brands that generate positive experiences and interactions with customers is far more rewarding than focusing on financial engineering or purely profit-driven approaches.
Deep dives
The rise and fall of Smile Direct Club
Smile Direct Club, a consumer brand that went public, has declared bankruptcy with $1.3 billion in losses. This bankruptcy has placed the company as a top contender for the title of worst VC-backed consumer brand. The consumer market may see more take-privates as public consumer companies struggle and potential buyers seek to reshape and refine their business models. The bubble in consumer brands and the potential for a movie capturing this phenomenon is discussed, as the industry faces challenges such as low CPMs on social media platforms and the impact of the pandemic.
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
