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The Synopsis
Dialogue. Meta, Etsy, and Snowballing Risk
Feb 13, 2024
A discussion on investment risks impacting Etsy and Meta, with insights on Etsy's value proposition and Meta's key risks. The podcast explores the impact of new competitors like Timu on Etsy's advertising strategy and analyzes ad tech changes affecting Meta's stock value. It also delves into challenges in marketing strategies and the complexity of digital advertising evolution.
34:45
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Quick takeaways
- Etsy's growth hinges on expanding beyond occasional purchases to secure repeat customers and broader market appeal.
- Meta's strategic shift towards AI-driven solutions and ad targeting reflects efforts to navigate competitive and regulatory challenges in the evolving digital landscape.
Deep dives
Etsy's Business Thesis and Challenges
Etsy's business thesis revolves around becoming a go-to platform for various purchases, aiming to move beyond niche handmade products to capture a broader market. Despite initial growth, Etsy faces a challenge in increasing the frequency of purchases by users, with a significant number only buying once every two years. This issue highlights the need to expand beyond occasional purchases to become a top-of-mind choice for consumers.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode