Panic with Friends - Howard Lindzon

Serge Kassardjian of StayTuned and 6th Man Ventures on the Future of E-commerce and Crypto (EP.209)


Listen Later

Today’s guest, Serge Kassardjian, is the co-founder and CEO of StayTuned Digital, and a partner at 6th Man Ventures. He got his MBA from Harvard and Bachelors and Masters in Engineering from Stanford, where he was the President of his class. Serge is a fighter, an entrepreneur with irons in the fire of two incredibly volatile sectors – e-commerce and crypto, so he’s the perfect guest to come on Panic with Friends. As the pundits at CNBCq say ‘the markets are in turmoil’; and it’s not just crypto, but our beloved e-commerce stocks, including Amazon $AMZN and Shopify $SHOP, that are taking a beating. We discuss StayTuned Digital, which is a Shopify roll-up, but not in the classic sense of rolling up e-commerce stores – they’re rolling up software companies on the app side. We get into Serge’s love of STEPN – the crypto/web3 lifestyle app, and what the future crypto/web3 ecosystem might look like for us ‘normies’. (Full disclosure: StayTuned is a Social Leverage (Fund III) portfolio company.) 
Guest - Serge Kassardjian, Co-founder and CEO at StayTuned and Partner At 6th Man Ventures 
howardlindzon.com, staytuned.digital, 6thman.ventures, sergekassardjian.com  
Twitter: @howardlindzon, @PanicwFriends, @sergekass, @staytuned_dig, @knutjensen 
linkedin.com/in/sergekass 
#fintech #invest #investment #venturecapital #stockmarket #finance 
Show Notes:
Introduction (00:043)
Welcome Serge (03:21)
Selling dumbbells (04:05)
Coming to America (05:11)
Starting in e-commerce (07:17)
Macro trends in e-commerce (09:22)
Growth is in headless solutions (10:50)
Non-linear paths in startups (13:14)
Serge’s time at Google (13:38)
Shopify app roll-ups (14:03)
Building the StayTuned team (14:43)
Getting into crypto (16:02)
Early whale on NBA TopShot (17:28)
International e-commerce (18:06)
Venture debt model (19:05)
StayTuned apps (20:26)
Shopify competition (22:25)
Catching the crypto bug (24:35)
Talent moves to crypto (26:02)
Crypto adoption demographics (27:40)
STEPN sneaker NFTs (29:54)
Wrapping up (37:23)
Closing thoughts (38:59)
...more
View all episodesView all episodes
Download on the App Store

Panic with Friends - Howard LindzonBy Panic with Friends

  • 4.5
  • 4.5
  • 4.5
  • 4.5
  • 4.5

4.5

106 ratings


More shows like Panic with Friends - Howard Lindzon

View all
This Week in Startups by Jason Calacanis

This Week in Startups

1,294 Listeners

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch by Harry Stebbings

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

533 Listeners

Masters in Business by Bloomberg

Masters in Business

2,166 Listeners

Odd Lots by Bloomberg

Odd Lots

1,872 Listeners

Invest Like the Best with Patrick O'Shaughnessy by Colossus | Investing & Business Podcasts

Invest Like the Best with Patrick O'Shaughnessy

2,326 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

937 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

797 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,014 Listeners

The Pomp Podcast by Anthony Pompliano

The Pomp Podcast

1,851 Listeners

The Compound and Friends by The Compound

The Compound and Friends

2,118 Listeners

Stocktwits After Hours by Stocktwits, Inc

Stocktwits After Hours

115 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

9,852 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

436 Listeners

Ask The Compound by The Compound

Ask The Compound

315 Listeners

RiskReversal Pod by RiskReversal Media

RiskReversal Pod

808 Listeners

Girls Just Wanna Have Funds by Stocktwits, Inc.

Girls Just Wanna Have Funds

52 Listeners

BG2Pod with Brad Gerstner and Bill Gurley by BG2Pod

BG2Pod with Brad Gerstner and Bill Gurley

503 Listeners