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12 results for “ecommerce reality”
Topic3 mentions across episodes
ecommerce
Concept2 mentions across episodes
ecommerce
...ecommerce into day to day life. You know, I think we're we're gonna see more things like Instacart
17:48 / 19:07
from transcript17:48 – 19:07
...was gonna look like with my founders, and this was agnostic to any industry. And we we held this thesis ten years ago, and we see it coming true that the future of ecommerce would be in the complete digitization of all commerce. It wasn't gonna be ta
15:44 / 16:47
from transcript15:44 – 16:47
...Social, ecommerce, marketplaces. How do you think ecommerce has changed in all that time? You know, what are the key constant themes? By the way, there's new players coming along all the time. To me, it looks like it's probably one of the most rapidl
17:08 / 18:21
from transcript17:08 – 18:21
...the company had to solve multiple friction points to drive that initial online shopping adoption. And these include cultural skepticism towards online transactions, low credit card penetration, and just an overall lack of secured digital payments inf
8:18 / 9:26
from transcript8:18 – 9:26
...ecommerce in Latin America. And that's why there's such a big focus on technology as well because MELI has basically needed to build its own solutions to a lot of the problems and the frictions that it's encountered.
1:06:46 / 1:07:49
from transcript1:06:46 – 1:07:49
the ecommerce ecosystem is so much less developed, the sort of delivery system and the, payment processing and all you know, it's it's I think we take for granted in The US all this sort of trusted infrastructure that exists that make it really easy.
42:37 / 43:46
from transcript42:37 – 43:46
comes from transaction that happen on our grocers sites. We monetize it the same way as we monetize our core app, which is through a mix of fulfillment and advertising, but it is already very meaningful. And that goes back to the point I was making e
46:28 / 47:34
from transcript46:28 – 47:34
...rise of ecommerce from 2004 to today, like, the company would be Amazon that we were talking about. Yeah. Well, let's start with the bear case here. It's relevant for both the bear and the bull. You know, all of this is, like, great. And certainly, y
52:24 / 53:32
from transcript52:24 – 53:32
...is still not a profitable segment for them. It's crazy to think that you could be doing 75,000,000,000 in ecommerce revenue, and that hasn't reached scale that makes it profitable. I guess it's just a massive, massive fixed costs on the employee base
2:29:56 / 2:31:02
from transcript2:29:56 – 2:31:02
commerce engine, the commerce flywheel that was flying the fastest for him was one eight hundred hotels that he would rename hotels.com. So he was doing extraordinarily well in travel, understood that that would be a big category of online commerce.
26:15 / 27:19
from transcript26:15 – 27:19
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