Full post is below! But this week gave us the perfect trifecta of a context-dominated economy and I actually think some unrelated things could be illustrative of that: (1) The signal group chat leak (2) The studio ghibli AI trend (3) The Abundance discourse around Ezra and Derek's book where people don't... See more

Second, I’m reflecting on a point former Netscape CEO Jim Barksdale famously made in 1995: “There are only two ways to make money in business: bundling and unbundling.” I think we’re burnt out by the fragmentation that the D2C era brought to everything. After subscribing to tons of hyper-niche content over the years, the idea of a couple brands we... See more