Forerunner Ventures founder and managing partner Kirsten Green talks with Recode's Kara Swisher about her investments in companies like Dollar Shave Club and Jet.com, which just sold for $1 billion and $3.3 billion, respectively. She says at least five of the e-commerce companies Forerunner invests in have brick-and-mortar stores, and that the visitors to those stores are some of their best customers. Green also discusses how commerce companies and retail stores might compete with Amazon by offering a specialized experience to consumers that Jeff Bezos can't.

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