Viewing profile — fahim305

I actually used Native because it was legitimately natural, not the "natural" claim that Unilever/P&G make but still pack it with chemicals that shouldn't be in my body. Would also…

Jet is losing in the game they thought they would win at. They were screaming discounts and pay less for everything, and now saying that they don't want to be perceived as a discou…

great idea @ the hustle. now share the data with me so I feel like crap about how relatively poor I am :-D

That is under the IPO price, and well under their once marketcap of $6B. Another classic example of a hot startup (one of the hottest in Seattle) hitting a brick wall once going pu…

I also worked at Amazon, and believe a lot of what was on this NYT article was overly dramatic (not surprising). I never saw anyone cry, so the assertion that everyone cries is fal…

Jet's major value proposition was that it was supposed to be an attractive alternative option to Amazon for the Retailers and CPG companies. In the short run, that customer is prob…

Jet doesn't own the inventory, it's simply a marketplace model (similar to Amazon FBA, or most of Alibaba's business in Asia)

This sounds like an upcoming Netflix series

Samsung had similar claims about v-nand/3D-nand, which they released on their 850 Pro series

profit is irrelevant. their capex is $1B-$2B per quarter. they could lower their capex at any point and show a few hundred million dollars net earnings. the point is that they are …

yes the measure they are talking about is market cap, not sales. the market cap for Wlmt includes sam's club, walmart.com, etc. In terms of total sales, Wlmt (including subsidiarie…

This was a long time coming. 20% growth on a business that is approaching $100B revenue (and probably 2-3x that in terms of GMV, a better measure of its size and dominance), and AW…

While it is sexy to brand this (especially for media) as a 'threat' or 'will take on' Starbucks, that should not be the focus and it should instead be about delivering maximum valu…

This is a losing proposition. I am very familiar with the space (I used to manage one of the largest categories at Amazon), and there is a lot of blind faith in Jet. While I do thi…