YouSaid · the spoken record

Caryn Seidman-Becker

lines on the record
106
first
2025-07-08
most recent
2025-07-08
sittings or episodes
1
sources
podcast

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  1. “And then priceline was opaque travel and almost went bankrupt after 911. And those were all products that you watched become platforms. Priceline turned into bookings and a global OTA offering you a lot more than opaque travel and Apple and Amazon speak for themselves. And I saw unconventional leaders as sort of the old GE leadership when unconventional leaders delight consumers, innovate, do really smart acquisitions and capital allocation and create these platforms of which they could build multiple verticals on top of. And so when I looked at Clear, which was bankrupt, I saw the same thing. I saw this identity platform. Travel was where it died and where we brought it back. And I thought where security identity and customer experience absolutely collided. But that you could use it in so many other places and connect you to all the things that make you you. Identity is completely contextual. I'm always Karen. But when I check in at the doctor's office, I'm Karen with United Health with an ex-copay with a medical record that, by the way, I should own and have”

    2025-07-08 · Invest Like the Best · Caryn Seidman-Becker: Rebuilding CLEAR - [Invest Like the Best, EP.432] · IDENTIFIED FROM THE TRANSCRIPT · source

  2. “Ultimately, crush, or you thought about Amazon, which was books and books, music, and video, then a few more categories. Lots of people thought they were going to go out of business. He was on the cover of Time magazine. I think it was Amazon Bust or something of that nature”

    2025-07-08 · Invest Like the Best · Caryn Seidman-Becker: Rebuilding CLEAR - [Invest Like the Best, EP.432] · IDENTIFIED FROM THE TRANSCRIPT · source

  3. “I invested in a broad spectrum of companies started out in RISC arbitrage and then went on to asset management and hedge funds. And in 2002, we started Arian's Capital, which stood for art and science, which is my view of investing. It's highly quantitative and highly qualitative art and science. We had the good fortune, although every day didn't necessarily feel that way, of investing in Apple, Amazon, and Priceline in 2002. And when you looked at Apple, they used to have signs in their boardroom that said five down and 95 to go. And that was their market share. They had candy colored Macs on this iPod with a big. White dial in the middle that people thought Zune might”

    2025-07-08 · Invest Like the Best · Caryn Seidman-Becker: Rebuilding CLEAR - [Invest Like the Best, EP.432] · IDENTIFIED FROM THE TRANSCRIPT · source

  4. “The basic secret to clear is that identity is foundational across so many industries. And people don't think of identity as a problem. They think of fraud or compliance or frictionless experience, whipping out cards or insider risk now. There's actually a story today in the Wall Street Journal about North Koreans infiltrating workforces, which is a real problem. That's all identity and bringing it to life, both with the government and a public-private partnership in airports and in other sectors, healthcare and online where anonymity rules and that creates all sorts of problems or to secure workforces, I think is the secret and the opportunity at clear.”

    2025-07-08 · Invest Like the Best · Caryn Seidman-Becker: Rebuilding CLEAR - [Invest Like the Best, EP.432] · IDENTIFIED FROM THE TRANSCRIPT · source

  5. “Protected its data secure, we will not sell or share your data. We're here to deliver you amazing experiences and we're here to deliver our partners enhanced security, reduced fraud, which has become a big problem.”

    2025-07-08 · Invest Like the Best · Caryn Seidman-Becker: Rebuilding CLEAR - [Invest Like the Best, EP.432] · IDENTIFIED FROM THE TRANSCRIPT · source

  6. “So, when we started Clear 15 years ago, what we said is today it's a travel centric company and tomorrow it's the de facto secure identity platform and leisure access commerce. We didn't say healthcare. So a kind of ballsy vision, but one that came from my experience on Wall Street of watching products become platforms. And the concept of identity to make experiences safer and easier physically and digitally was the foundation of Clear. This concept of enroll once used everywhere as a woman, I'm like always digging through bags for all these plastic cards to prove who I am and what I have access to. And I think that's ridiculous because nobody ever really looks and it's incredibly clunky. It's incredibly expensive and inefficient not secure in a bad experience. That is the foundation of clear. We're really at the earliest stages. So when you think of the magic or the secret opportunity, it's that over 30 million people today have enrolled. What I love about that is it's privacy.”

    2025-07-08 · Invest Like the Best · Caryn Seidman-Becker: Rebuilding CLEAR - [Invest Like the Best, EP.432] · IDENTIFIED FROM THE TRANSCRIPT · source