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Alfred Lin

07/31/14

@ Y Combinator

The shoe business is a $40 billion market, with $2 billion already being done through mail order, supporting the investment thesis that the internet would surpass mail order.

Video

Alfred Lin with Justin Kan

@ Y Combinator

Alfred Lin with Justin Kan

07/31/14

Related Takeaways

Alfred Lin

07/31/14

@ Y Combinator

Tony almost deleted a voicemail where he pitched the idea of selling shoes online, despite doubts about whether people would buy shoes without trying them on.

Patrick Collison

11/05/15

@ Greylock

The market for online transactions was tiny when we started, with only about 2% of consumer spending happening through the Internet.

Sam Altman

12/26/16

@ Y Combinator

The shipping brokerage market is valued at $150 billion annually, presenting a lucrative opportunity for disruption through technology.

Nikhil Kamath Cast

10/07/23

@ Nikhil Kamath

Brand building is increasingly happening online, with eCommerce accounting for about 10-11% of fashion sales, and this is expected to grow significantly.

Nikhil Kamath Cast

10/07/23

@ Nikhil Kamath

Returns in online shopping can significantly impact business economics, especially in fashion, where 30% of products may be returned.

Nikhil Kamath Cast

05/07/23

@ Nikhil Kamath

The valuation of Meesho is around $5 billion, with significant growth in the number of users and orders processed on the platform.

Vidit Aatrey

05/07/23

@ Nikhil Kamath

I run Meesho, which is focused on bringing small businesses online, as e-commerce was primarily about smartphones and selling online at that time.

a16z Cast

04/03/25

@ a16z

The BPO industry is valued at $300 billion today, with projections to exceed $500 billion by 2030, driven by the increasing demand for efficient operations in large enterprises.

Brian Chesky

06/02/24

@ The Social Radars Podcast

The vacation rental industry is a $40 billion market, which we didn't fully understand until we received insights from investors who studied the market.