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Former Groupon CEO Andrew Mason on what the roller-coaster ride felt like

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Re: Former Groupon CEO Andrew Mason on what the roller-coaster ride felt like

#41
post #5

Andrew Mason is still worth hundreds of millions of dollars. Sure, he was fired from his job, but I wouldn't exactly call that a "fall". It's not like they took away his equity in the company.

Agreed... it's interesting that Steve Case also thought it was a good time to give an interview as well (on the lessons of AOL/TW), but they don't discuss the billions in restated "earnings".

https://amp.businessinsider.com/steve-case-lesson-aol-time-w...

https://www.nytimes.com/2006/08/18/business/media/aol-adds-a...?

Re: Former Groupon CEO Andrew Mason on what the roller-coaster ride felt like

#42
post #16
post #2

https://www.ribbonfarm.com/2013/04/03/the-locust-economy/ > He added one little factoid I did not know: offering a Groupon deal is by now so strongly associated with a desperate, dying restaurant that professional food critics tend to write off any restaurant that offers one without even trying it.

https://twitter.com/kenjennings/status/339170784406810624

Sounds like something someone who can afford to spend $300 on a meal would say.

Re: Former Groupon CEO Andrew Mason on what the roller-coaster ride felt like

#43
post #5

Andrew Mason is still worth hundreds of millions of dollars. Sure, he was fired from his job, but I wouldn't exactly call that a "fall". It's not like they took away his equity in the company.

In fact, he was able to cash out before he was fired. How often does that happen? https://www.forbes.com/sites/joanlappin/2013/03/05/dont-cry-... The entire Groupon story is a black stain on Chicago startup history.

> How often does that happen?

For execs? I'd assume frequently.

Re: Former Groupon CEO Andrew Mason on what the roller-coaster ride felt like

#44

Earlier quoted context omitted.

In fact, he was able to cash out before he was fired. How often does that happen? https://www.forbes.com/sites/joanlappin/2013/03/05/dont-cry-... The entire Groupon story is a black stain on Chicago startup history.

> How often does that happen? For execs? I'd assume frequently.

Well, sure. I guess I meant it in more of a "able to cash out pre-IPO while still raising money" context.

Re: Former Groupon CEO Andrew Mason on what the roller-coaster ride felt like

#45
Ex-Groupon, before and after IPO. Groupon would make a great case study. The fundamental problem was that everyone knew "deal" websites would be a good business, that it would be very winner-take-all because of customer attention and supply, but no one knew how big that industry would be. So lots of companies got into it, but no one knew ahead of time how much it was worth spending to win the fight.

Re: Former Groupon CEO Andrew Mason on what the roller-coaster ride felt like

#46

Earlier quoted context omitted.

Yes. In many countries being laid off is called being made redundant, which is more descriptive. Redundancy means they are axing your role rather than yourself.

Thank you. I'm not a native speaker, so I'm usually mixing close enough expression/words.

This is one case were I would expect even native speakers to not fully know the difference.

Re: Former Groupon CEO Andrew Mason on what the roller-coaster ride felt like

#47
post #34

One key point in this - long term vs short term thinking. I was a groupon user / and higher value to restaurants I'd like to think (ie, strong income, would go out to eat at a nice place, if I liked a new place I'd go to it more) but also someone who doesn't want a lot of hassle, time is money etc. Groupon went from actually good deals, hassle free, to endless marketing emails / wall to wall shlock deals (50% off sup…

Doesn't that dying-place-pulling-every-trick thing describe Groupon's arc itself? I think of Groupon itself as one big pump-and-dump. I don't see that there was ever a long term for it, not outside of a niche business. Promotional coupons are not exactly a new idea. If Groupon had stayed small and figured out a way to bring businesses new customers that stuck around, it might have had a future. But they used the powe…

> Promotional coupons are not exactly a new idea.

The new idea was using the Internet to build a gigantic new audience for those coupons. Once you have that audience, you then become more attractive to businesses that want to advertise to it. In other words, Groupon was just a 21st century version of the age old "pennysaver" (https://en.wikipedia.org/wiki/Pennysaver) publications you can pick up in places like coffee shops, or that you get periodically in the mail (ugh).

An electronic pennysaver could possibly have worked, if they'd grown organically and kept the operation lean. But instead they went the other way, figuring if they got big enough fast enough they could then use the size of their audience to muscle the advertisers who wanted to reach that audience into swallowing hugely disadvantageous terms in exchange for access. (See http://www.slate.com/articles/technology/technology/2012/08/...) for details on that.)

It worked for a while, when their rapid growth made them look like an unstoppable juggernaut that any small business was going to have to learn to live with. But then the growth stopped and smart advertisers fled as they realized that the terms made dealing with Groupon more trouble than it was worth, which meant the one choice Groupon had left to justify its valuation was to get into bed with scuzzy advertisers looking to rip off that big audience. But then the audience eventually realized it was getting ripped off, and boom, death spiral.

Re: Former Groupon CEO Andrew Mason on what the roller-coaster ride felt like

#48
post #5

Andrew Mason is still worth hundreds of millions of dollars. Sure, he was fired from his job, but I wouldn't exactly call that a "fall". It's not like they took away his equity in the company.

In fact, he was able to cash out before he was fired. How often does that happen? https://www.forbes.com/sites/joanlappin/2013/03/05/dont-cry-... The entire Groupon story is a black stain on Chicago startup history.

I'm not sure that I would call it a black stain on the Chicago Startup history. But I would say that it is one of the weirder startups in Chicago. There needs to be quality journalism on what's been going on. This is definitely something that could be a Ryan Holiday or Michael Lewis level book.

Re: Former Groupon CEO Andrew Mason on what the roller-coaster ride felt like

#49

I really recommend the "Without Fail" podcast [1], where this is taken from. Alex Blumberg is an interesting guy with a rare perspective (a journalist and radio host turned venture funded entrepreneur), and these are part interviews part conversations. Really liked the first few episodes. [1] https://www.gimletmedia.com/without-fail

This article is written by Alex Blumberg and has embedded links to that podcast.

I actual wonder how that works, did gimlet pay for this placement in nymag?

Re: Former Groupon CEO Andrew Mason on what the roller-coaster ride felt like

#50
post #16
post #2

https://www.ribbonfarm.com/2013/04/03/the-locust-economy/ > He added one little factoid I did not know: offering a Groupon deal is by now so strongly associated with a desperate, dying restaurant that professional food critics tend to write off any restaurant that offers one without even trying it.

https://twitter.com/kenjennings/status/339170784406810624

someone replied with an actual study, "The Groupon Effect on Yelp Ratings: A Root Cause Analysis"

https://arxiv.org/abs/1202.2369

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