“The scruffy exporters are used to roaming about suburban factory areas and dealing with constant cash flow strain, but suddenly they find themselves having coffee with top Chinese venture capital firms and investment representatives from internet giants, who come with […]
This began as the most expensive acquihire ($3.3 billion for Jet.com) I’ve ever seen and appears to have ended successfully. He’s leaving them in great shape as a credible competitor online. “Walmart CEO Doug McMillon credited Lore in a companywide […]
The WSJ is still salty at Amazon for using their advantages, as evidenced by the second part of the title: “by steamrolling rivals and partners.” Here’s the summary: “CEO Jeff Bezos still runs the e-commerce giant with the drive of […]
ShipBob’s business is running warehouses so their e-commerce brand customers don’t have to. They ship a lot of packages with various carriers. This weekly time-in-transit page makes me smile because it’s data that might otherwise be locked away if not […]
There are some interesting concepts noted here, including “LTV Is Everything, LTV Is Nothing: Meet Your Cash Multiplier.” I also am fond of the notice at the top: “This article was written a week prior to the coronavirus pandemic.” | learn more
There’s a chance of sampling bias here, but the trends are fascinating anyway. Luxury sector conversion rates are up a surprising 35-40% vs benchmark. “[Marketing agency] WITHIN … tracking year-over-year trends in ecommerce revenue, ad spend, and conversion rate relative […]
You might expect that buying BABA in your brokerage account means you own stock of the Chinese e-commerce giant. But, alas, you don’t. China restricts foreign ownership of its companies. So, instead you own a synthetic security that depends entirely […]
Max Mersch from Fabric Ventures starts by discussing the evolution of business model from Web 1.0 (e.g. e-commerce) to Web 2.0 (e.g. SaaS), then continues on to Web 3.0. | learn more
Basically, a new law prohibits foreign internet retailers from selling brands they have an ownership stake in. “Both Amazon and Walmart’s Flipkart have reportedly pulled thousands of items for sale.” | learn more
Andrew Chen, a16z partner, discusses the coming tech innovation and disruption in the service economy – focused on marketplaces delivering access to regulated services. Really interesting thinking! | learn more