“I’ve observed what I perceive to be a “market inefficiency” on the platform, which is what I want to call out today: Tier 1 VC bridge rounds.” This is the same lesson as Mark Suster’s 2014 gem Why Am I So […]
In 2018, as Spotify prepared to go public, this author noted “Spotify is making a common and dangerous mistake in their LTV calculation.” He uses this to make the point that, “Investors and entrepreneurs should shift their attention towards a […]
“Today’s import records show a fragile ecosystem of supplier homogeneity, questioning how far we’ve advanced logistics management since its origins in 2200 B.C.” | learn more
“There are 98 active Amazon aggregators. 58 aggregators have announced funding rounds, of which 33 raised at least $100 million.” It’s only a matter of time until someone aggregates the aggregators. | learn more
“Wegman’s losses from the app point to a common problem among companies that utilize in-store scan-and-go technology — shoplifting. Walmart temporarily suspended Scan and Go, its cashierless checkout program due to theft, an ex-Walmart exec told Business Insider in 2019.” | learn […]
“According to The Information, Instagram plans to remove its existing Shop page due to what an internal memo called “shifts in company priorities.” It will also eventually remove the homepage button that directs users to the Shop page. These moves […]
Retail problems keep repeating themselves. Overproduction and off-channel liquidation are two sides of the same coin. So why not a private marketplace? | learn more
“Shopify has told merchants they’ll be in breach of its terms of service (ToS) if they use Amazon’s Buy with Prime feature.” | learn more
Packable, last year the #1 seller on Amazon Marketplace in the U.S., is liquidating. A year ago, they were planning a SPAC deal at a $1.5 billion valuation. I hope to someday read the inside story of how this business […]
I learned of this incredible marketing thanks to a coworker! “This search for niche groups led Subaru to the 3rd rail of marketing: They discovered that lesbians loved their cars. Lesbians liked their dependability and size, and even the name […]