Limited Supply cover image

Limited Supply

S5 E10: News Break: How to Maximize Your Credit Card Rewards/Klaviyo IPOs

Oct 11, 2023
This podcast episode dives into the world of credit card rewards in e-commerce and offers strategies for maximizing savings. They also analyze the Klaviyo IPO and its valuation, revenue, and growth. Discussion includes cash back vs. points, Klaviyo's marketing expenses, and their unique segmentation in the e-commerce industry.
49:00

Podcast summary created with Snipd AI

Quick takeaways

  • Clavio's CEO, AB, owns a majority stake of 40% in the business, showcasing its capital efficiency compared to other businesses like Instacart.
  • SMS marketing is an underutilized and highly effective channel with great potential for revenue generation in the e-commerce industry.

Deep dives

Clavio's Ownership Structure and Valuation

Clavio's CEO, AB, owns a majority stake of 40% in the business, which showcases its capital efficiency compared to other businesses like Instacart. This ownership structure puts AB in control of the company, and I predict that once he steps down, the business will likely go private and be acquired by a private equity firm due to its strong hold on customers and potential for growth.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode