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Zappos was beating Amazon on cost per order. Amazon couldn't figure out how. Turns out Alfred Lin's team was running Kiva robots before Amazon even believed they'd work. Amazon later bought Kiva for $775M. Alfred went from operating automation at Zappos to funding the next wave at Sequoia. This...

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BREAKING: The Future According to Sequoia $10 Trillion Companies Are Coming.. Alfred Lin, Partner & new Co-Steward of Sequoia (#1 investor on the Midas List) “When I joined Sequoia the largest market cap company was probably $300B or $400B dollars. Today we have companies that are worth $4-5T.” “If you give it another 5-10 years… those companies continue to compound, it’ll be worth $10 trillion or more.” For more than 5 decades, Sequoia Capital has backed many of the most consequential companies in technology, from Apple, Nvidia, Airbnb, DoorDash, Stripe, & more. But as Alfred Lin explains in this conversation, Sequoia does not think about the 54-year-old firm the way many others do. Rather than optimizing around AUM, Sequoia focuses on DPI & being a net liquidity provider to LPs. Since 2020, the firm has distributed more than $43 billion back to investors (as of Oct 27, 2025). In this conversation, Alfred breaks down: - Why AI is accelerating startup growth and product velocity - Why “AI kills SaaS” is the wrong framework - How moats change during paradigm shifts - What Alfred is hearing in boardrooms right now - Which companies are most vulnerable in the AI era - Founder-market fit & the importance of “spikes” - Why the next generation of companies could be much bigger than today’s giants - How Sequoia identifies outlier founders across companies like Airbnb, DoorDash, Kalshi, Zipline, Clay, Commure, Nominal, Physical Intelligence, Crosby, OpenAI, and Citadel Securities. Recorded live Feb 26th at the Upfront Ventures Summit 2026 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Alfred Lin, Partner & Co-Steward at Sequoia Capital (01:00) The metric Sequoia actually cares about (02:54) $43B distributed since 2020 (05:41) The biggest wave Alfred has seen in his career (08:19) Amazon did not k*ll Walmart (10:09) Paradigm shifts and changing moats (14:38) Boardroom conversations about the future (17:11) Companies that fail to adapt fall behind (19:31) From waterfall development to agile teams (23:06) Sequoia’s AI investment strategy (24:48) Managing context switching between portfolio companies (26:00) Becoming Co-Steward of Sequoia Capital (29:31) How to navigate the AI wave

Molly O’Shea

303,938 Aufrufe • vor 5 Monaten

If you're an Amazon India customer, take 2 mins to read this if your money is dear to you. TLDR version, Amazon delivery partners are literally scamming customers. And Amazon India will do nothing to help you in this situation. Kiss your money goodbye! I raised this concern on social media a few days back, for a product (Levi's jeans) which was marked as delivered but I never received it. Their customer support team, did some investigation and came to the conclusion that the product was indeed delivered. Hence, they cannot do anything more to assist me in this situation (refer image) This was not a OTP based delivery, and neither does Amazon mention the name of the person who received the product on their app/website. If it was OTP based delivery, I would know someone has given the OTP so delivery has happened. With a name, at least I would know if there's any person with that name in the house. Now, I have absolutely no way to confirm if Amazon genuinely delivered the product. Except video camera evidence. So I went to see the CCTV footage of the day and time the product was marked as delivered. In the CCTV footage, I see something very strange. The Amazon delivery partner arrives at my place, gets off the bike, takes out the product and for the next couple of mins just keeps doing something on his phone. He doesn't call me, or at least I don't have any call record of calls at that time. In the meanwhile, another person walking out closes the door. That person is not me, neither works for me and neither known to me. Likely associated with a neighbour/tenant and I have no such instructions for my Amazon account for deliveries to be left with anyone else. One minute later the Amazon delivery partner decides to leave (see screenshot). The delivery partner doesn't even enter the house and just leaves after a couple of mins. Without even entering the house, Amazon successfully delivered the product! Wow! And if the delivery partner handed the product to any random person walking out of the house, is that the customer's problem? Was this a very expensive product? No, not at all. So why am I spending all this time to write this? 1. I just want to spread awareness to everyone out there who might be getting scammed by such malpractices from Amazon / delivery partners. 2. If Amazon claims a product is delivered, you can't do nothing about it. Irrespective of whether the product was actually delivered or not. Your money is gone, poof! 3. It should be the company's responsibility to prove that a product was successfully delivered but in India it seems anyone can walk over their customers. 4. I'm shocked that a customer has to go to these lengths to uncover such scams in India 5. If ordering on Amazon, I will always select cash on delivery as the default going forward Amazon India - Do not contact me in hope that I will delete this tweet or evidence now! PS: Video doesn't have the date/time stamp as aspect ratio has been cropped. Will only share that with company officials if someone from Amazon wants to see it. Or with consumer courts if I decide to pursue this further, definitely not worth my time for now. But in the US, I would have definitely filed a lawsuit for millions.

Gurjot Ahluwalia

12,416 Aufrufe • vor 10 Monaten

Amazon just got caught running a secret price manipulation operation with Levi's, Home Depot, Walmart, and many more. Every time you "comparison shopped" online, you were looking at prices that were already rigged. Here's what happened: Amazon would monitor prices on Walmart, Target, Best Buy, Home Depot, and Chewy in real time. The second a competitor listed a product cheaper than Amazon, they'd contact the brand directly and tell them to "fix it." And the exact emails are now PUBLIC. Amazon sent Levi's links to two Walmart listings with the subject line "styles of concern." They basically said the prices on Walmart are too low and we have a problem. The next day, Levi's responded: "I talked to Walmart and they have partnered with us to take Easy Khaki Classic fit back up to ladder SPP price, $29.99 immediately." Levi's literally called Walmart and told them to raise the price. Because Amazon told Levi's to make the call. Walmart complied. Then Amazon matched the HIGHER price. Both retailers ended up charging more. The customer paid extra. Nobody competed. Same playbook with Hanes: Amazon sent them links showing Target and Walmart prices were lower. Hanes confirmed they "reached out to Target and Walmart to have the prices increased." Target increased the prices. Walmart increased the prices. Amazon kept their margins. But it gets even worse... Amazon told Allergan (the company that makes eye drops) that their product was "suppressed" on Amazon because it was cheaper on another site. Allergan responded: "Walmart got their price back up to $16.99." Amazon then unsuppressed the listing. They did this with pet treats on Chewy. Furniture on Home Depot. Products across dozens of categories spanning YEARS. The mechanism is simple but terrifying: If you're a brand and you sell cheaper on Walmart than on Amazon, Amazon suppresses your product, removes you from the Buy Box, buries you in search results, and effectively makes you invisible to 300 million customers. Brands can't afford that. So they call Walmart and Target and say "raise your prices or we'll lose our Amazon listings." Walmart and Target comply because they need the brand's products. Amazon captures 40 cents of every dollar spent online in America. That gives them the leverage to set prices across THE ENTIRE internet. Not just their own platform. So turns out, you were never comparison shopping. You were looking at a coordinated price floor set by Amazon through backroom phone calls between brands and their competitors. "Amazon is working to make your life more unaffordable." 3 separate antitrust trials are now scheduled for 2027. The FTC has its own case. 18 states plus the DOJ are piling on. This is literally happening during the WORST affordability crisis in a generation. Groceries up 25% since 2020. Housing unaffordable. Wages flat. And the largest ecommerce company on Earth has been secretly coordinating with brands to make sure you can't find a cheaper price ANYWHERE. "Competition" in retail is just a fantasy.

Ricardo

2,926,101 Aufrufe • vor 4 Monaten

Amazon just got caught running a secret price manipulation operation with Levi's, Home Depot, Walmart, and many more. Every time you "comparison shopped" online, you were looking at prices that were already rigged. Here's what happened: Amazon would monitor prices on Walmart, Target, Best Buy, Home Depot, and Chewy in real time. The second a competitor listed a product cheaper than Amazon, they'd contact the brand directly and tell them to "fix it." And the exact emails are now PUBLIC. Amazon sent Levi's links to two Walmart listings with the subject line "styles of concern." They basically said the prices on Walmart are too low and we have a problem. The next day, Levi's responded: "I talked to Walmart and they have partnered with us to take Easy Khaki Classic fit back up to ladder SPP price, $29.99 immediately." Levi's literally called Walmart and told them to raise the price. Because Amazon told Levi's to make the call. Walmart complied. Then Amazon matched the HIGHER price. Both retailers ended up charging more. The customer paid extra. Nobody competed. Same playbook with Hanes: Amazon sent them links showing Target and Walmart prices were lower. Hanes confirmed they "reached out to Target and Walmart to have the prices increased." Target increased the prices. Walmart increased the prices. Amazon kept their margins. But it gets even worse... Amazon told Allergan (the company that makes eye drops) that their product was "suppressed" on Amazon because it was cheaper on another site. Allergan responded: "Walmart got their price back up to $16.99." Amazon then unsuppressed the listing. They did this with pet treats on Chewy. Furniture on Home Depot. Products across dozens of categories spanning YEARS. The mechanism is simple but terrifying: If you're a brand and you sell cheaper on Walmart than on Amazon, Amazon suppresses your product, removes you from the Buy Box, buries you in search results, and effectively makes you invisible to 300 million customers. Brands can't afford that. So they call Walmart and Target and say "raise your prices or we'll lose our Amazon listings." Walmart and Target comply because they need the brand's products. Amazon captures 40 cents of every dollar spent online in America. That gives them the leverage to set prices across THE ENTIRE internet. Not just their own platform. So turns out, you were never comparison shopping. You were looking at a coordinated price floor set by Amazon through backroom phone calls between brands and their competitors. "Amazon is working to make your life more unaffordable." 3 separate antitrust trials are now scheduled for 2027. The FTC has its own case. 18 states plus the DOJ are piling on. This is literally happening during the WORST affordability crisis in a generation. Groceries up 25% since 2020. Housing unaffordable. Wages flat. And the largest ecommerce company on Earth has been secretly coordinating with brands to make sure you can't find a cheaper price ANYWHERE. "Competition" in retail is just a fantasy.

redpillbot

50,691 Aufrufe • vor 3 Monaten

Jeff Bezos explains the “releasing the work” framework he used to build Amazon In the early days of Amazon, Jeff Bezos had too many ideas. Then Jeff Wilke, a new Amazon executive at the time, told his boss, “Jeff, you have enough ideas to destroy Amazon.” “This was just a shocking idea for me,” Bezos recalls. “As a founder, I had the great luxury of always being able to hire my tutors. I would hire these experienced, senior executives . . . And I would listen to them and they would teach me.” When Bezos asked Wilke what he meant by this, Wilke responded, “You have to release the work at the right rate so that the organization can accept it.” Bezos reflects on this point: “Every time I released an idea, I was creating a backlog of work in process. And because it was just stacking up, it was adding no value. In fact, it was creating distraction . . . This sounds so obvious, but it was not obvious to me at the time. And this was a profound insight for me. So I started prioritizing the ideas better, keeping lists of them, and keeping ideas to myself until the organization was ready for the ideas.” He continues: “I also started figuring out how to build an organization that can be ready for more ideas. That’s about having the right senior team and leadership and giving those people the executive bandwidth so they could do more ideas per unit of time. And that is what we built. We built a company that’s very good at inventing and doing more than one thing at a time. And as the company gets bigger, you do want to be able to do more than one thing at a time. But that idea of ‘releasing the work’ was very profound for me. It made us operationally more effective while still being inventive.” Video source: Reuters (2025)

Startup Archive

675,310 Aufrufe • vor 10 Monaten

Amazon worker says the Amazon warehouse he works at only hired foreigners 🚨 He says they deny American citizens jobs, tell employees they aren’t hiring if they recommend a friend or family member, then hire 10 foreigners per week “When is ICE gonna come to Amazon? Why in the hell is Amazon allowed to hire all these migrants? I mean, literally, it's probably 80% migrants, if not more. It's ridiculous. They tell the American people that they're not hiring, and then we literally sit here and watch these migrants come in, 10 per week, new hires walking through with new jobs. — But we go up and say, hey, I got a brother, I got a cousin, or whoever, a friend, whatever, that needs a job. Are we hiring? And they say, no, not at the moment, we're not hiring. You know, they can fill an application out anyways, just in case we do hire, blah, blah. And then that same day, you'll be working at your station, and you'll see them walking through 10 people. And literally, out of that 10 people, every one of them are migrants. Wow. Every single one of them. How does that work? How do they get away with that? How is that not discrimination by them telling me that they won't hire, they're not hiring right now, and then every week we see these people coming through?” He goes on to say he is begging ICE to come to Amazon because he says they do not have legal status. He says Americans are specifically not hired, he says he can’t even get his son a job because only migrants can be hired Now this man is specially talking about illegals but there is a whole other issue with Amazon, the mass bring over workers on Visas into America Amazon is one of the largest sponsors of H-1B visas in the United States They file to bring over as many as 30,000+ foreign workers every year… and they frequently get over 10,000 approved per year All this has to end According to online Amazon doesn’t hire workers without legal status but that’s not what this Amazon warehouse worker says who’s working side by side with these people…. And we all say a couple years ago major companies were hiring illegals. At the very least there should be an investigation All American jobs should go to Americans

Wall Street Apes

647,374 Aufrufe • vor 1 Monat

🦔Amazon's Prime delivery drones, now deployed across multiple US cities at $4.99 per delivery, drop packages from 10 feet in the air onto whatever surface is below. A teacher who ordered a bottle of syrup to test fragile deliveries watched the drone deposit it directly onto concrete, smashing it. Videos from Nashville show the same delivery method. Amazon's drones maintain a fixed 10-foot hover height before releasing packages, which then free-fall to the ground. The drone's propellers also disturb the surrounding area on descent. My Take Amazon has invested billions in drone delivery infrastructure and the pitch has always been speed and convenience as genuine improvements over traditional delivery. Dropping packages from 10 feet onto concrete is not a delivery innovation. It's a trebuchet with a Prime logo. The fragile item problem alone eliminates a significant portion of what people actually order, including wine, glassware, electronics, and anything in a glass jar, which covers a substantial chunk of Amazon's catalog. The deeper question is whether this technology is being deployed because it's ready or because Amazon needs to demonstrate progress on the billions already committed to it. Every video like this one becomes a public test of a product that isn't finished, in neighborhoods where the company needs goodwill to maintain operating permissions. The $4.99 fee also doesn't cover the actual cost of drone delivery at current scale, which means Amazon is subsidizing a service that breaks your syrup. I'd want to see the unit economics on this before calling it a viable business. Hedgie🤗

Hedgie

15,810 Aufrufe • vor 4 Monaten