$CHWY Chewy Tape Reports
Per Ticker.id: $CHWY Chewy Tape Reports — 1 podcast mention across 1 podcast (30 days), latest 2026-08-10 16:47 UTC.
It was, it was a, it was a market. I don't want to bash it too much, but it was basically seen by most on Wall Street as kind of a marketing campaign from Ryan Cohen, who is the now head of GameStop. He was a big driver between behind that 2021 meme stock mania around GameStop. Become the largest shareholder, one of the largest shareholders leading the company. He was a co-founder of Chewy, made his name through that. So it was broadly seen as kind of an interesting thought, but resoundingly rejected by eBay back in May. He said he was going to come for them one way or another. And ultimately, according to our reporting, now considering pulling that bid.
Bailey Lipschultz — Bloomberg Intelligence · Intel to Sell $15 Billion in Stock After AI Boosts Demand · 2026-08-10And honey, and it dries into this chewy— and so, so he, your dad was like, I'm in, let's, let's do it. Let's start a nougat business.
Guy Raz — How I Built This with Guy Raz · MadeGood: Salma and Nima Fotovat Lost Their First Business.They Grew Their Next One Into a Snack Giant. · 2026-08-10Yes, exactly. But I'm like, it doesn't really matter to us because our kids are going to grow up ultra healthy and they're never going to even know what's in a package. That lasted, I would say, Guy, for only a couple of weeks because as they went to school, they got exposed to all sorts of snacks that were not say, to our standard of healthy, whether it was the Quaker Chewy bars or different cookies and snacks that were not free but not healthy and not organic. And so this is where we're like, oh, we started to notice a tension point. There is this three dimensions of tension. There is the tension with the parent, us wanting to do the best. There is the tension within society to want to be inclusive and keep everyone safe. And then it's ultimately the child, the kid, the tension of a treat, something tasty. So if we could solve that tension between those three stakeholders, we could have something there.
Nima Fotovat — How I Built This with Guy Raz · MadeGood: Salma and Nima Fotovat Lost Their First Business.They Grew Their Next One Into a Snack Giant. · 2026-08-10All right, so this is 2013, it's not that long ago, but it was really, there was a lot of focus on, and had been for a while, on gluten-free, peanut-free, soy-free, nut-free, right? I mean, because just an explosion of kids with, with particularly peanut allergies and gluten allergies and all kinds of things. So you thought that was interesting. You saw an opportunity to kind of get into that space, but also to kind of recreate the classic Quaker Chewy chocolate chip granola bar.
Guy Raz — How I Built This with Guy Raz · MadeGood: Salma and Nima Fotovat Lost Their First Business.They Grew Their Next One Into a Snack Giant. · 2026-08-10So early on, we didn't have the discipline of marketing and insights and research. So innovation was done by primarily by me. And my thesis was, oh, Goldfish, wouldn't it be nice if we did what we did for Chewy granola bars for Goldfish?
Nima Fotovat — How I Built This with Guy Raz · MadeGood: Salma and Nima Fotovat Lost Their First Business.They Grew Their Next One Into a Snack Giant. · 2026-08-10I believe we're witnessing the initial stages of the unraveling of the AI bubble. But unlike in 1999, we could be in for a twist ending. If you were raising capital in 1999, the hero wasn't a profitable business model, but a suffix, dot-com. The defining philosophy of the era was get big fast. Entrepreneurs and investors believed the internet represented a once-in-a-generation opportunity to capture margin and market share. By 1999, 39% of all venture capital investments were being deployed into internet companies. My firm, Red Envelope, raised $30 million at a valuation of $120 million on revenues of $30 million. Losing $20 million. Most profitable specialty retailers were trading between 0.8x and 1.2x revenues. Spoiler alert, the markets did eventually show up and inform me this made no sense. That same year, 80% of US IPOs were related to internet companies. Pets.com, the poster child of the dot-com bubble, had the correct thesis—consumers would buy pet food and supplies online—but the company was a decade early. See Chewy, founded in 2011. Like many B2C internet startups, Pets.com incurred net operating losses but spent heavily on advertising in the run-up to its IPO.
George Han — The Prof G Pod with Scott Galloway · No Mercy / No Malice: 1999.AI · 2026-07-18I think there's going to be more of these kinds of deals. If you look at Ryan Cohen's bid for eBay, I think it's probably a second dot on a line that I think is emerging, which is folks that are, call it AI native, are looking at, call it first generation digital native businesses that have become mature and old and stale and aren't run by the founders anymore. And have not yet realized the opportunities with AI, have not yet realized their potential, are overspending in a lot of ways. And when you take a look at those businesses as a modern-day AI operator, you're like, what the hell? This thing is so underutilized. They're not using their network well. They're not operating well. They're overspending. They're not using AI well. And there's a set of opportunities that become quite obvious. And I think the capital markets, as we've seen with like Josh Kushner's roll-up of accounting firms and General Catalyst has a project like this where you can kind of use capital to go buy, you know, in those cases, traditional services businesses and AI-ify them. I think this is part of a line of maybe looking at traditional digital businesses and AI-ifying them. And there's a long list of these. There's a couple dozen of them. So I think if you looked at the public markets and you said, hey, where are all these kind of software companies, network businesses that emerged in the early part of the internet, or even in the more recent part of the internet, aren't run by their founders anymore, have stalled out, there's a massive opportunity. Now the question as a capital provider is, who do you partner with to go and execute that operational revival of that business? You're not going to go hire some McKinsey consultant to do that work for you. It's gotta be the best of the best. It's gotta be the right players in the business. So I think Ryan Cohen has proved his mettle, obviously with some of the things that he's done with Chewy and GameStop, and that's obviously debatable. I spent some time interviewing him to understand his—
David Friedberg — All-In with Chamath, Jason, Sacks & Friedberg · Can the AI Industry Regulate Itself? Stripe Wants PayPal, China Catches Up, NY Bans Datacenters · 2026-07-18And if you remember, the poster child back then for a bubble company was actually Pets.com. That was the poster child for a bad idea driven by the internet. And really, the internet took a long time to really crystallize its full effect. I'd go as far as to say it wasn't until the pandemic in 2020 where the, where the effect of the internet that was imagined in 2000 really was fully realized when everybody had to go remote and nobody went to the stores, et cetera. '08, '09, there was a lot of contributing factors, but we know the, the, Lending and the mortgage was a big part of it. 2020 was really a one-quarter thing. But I think when you look at this, we've never had, and actually what's funny about going back to Pets.com, thinking about that, what's the big animal thing right now? Chewy. Chewy. It's the same dumb—
Jonathan Thomas — The Compound and Friends · You’re About to See the Real AI Winners Stand Up · 2026-07-17