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S7 E2: The 2024 Shakedown: Bankruptcies, Bots, and Failed Brand Roll-Ups (Oh My!)
Jan 10, 2024
The podcast discusses December bankruptcies, failed roll-ups, and ad-spend-eating robots. They also cover the difference in thinking between first-time and second-time founders, recent brand acquisitions, and accidental brand ethos killings. The hosts share predictions for 2024, including selling Shopify stock and Amazon going postal. They also discuss the price of SaaS and the impact of sales tax on e-commerce businesses.
47:57
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Quick takeaways
- There were several brands that filed for bankruptcy in December, leading to dashed dreams and disappointment for those involved.
- The difference in thinking between first-time and second-time founders was discussed, along with the acquisition of brands by Fraser's Group and THG, and VF Corp's accidental destruction of its brand ethos.
Deep dives
Rationalization of SaaS pricing
There will be a rationalization of SaaS pricing in the e-commerce industry as companies start to bring down the high prices and create more affordable options for businesses.
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