On Ecommerce and Marketplaces: Look for 1. Positive unit economics on the product, positive contribution margins on products sold. 2. Logistics: how long does it take to get to you? Will people pay for convenience. 3. Ability to browse as a human and connect, products that delight the customer, 4. Hooks the customer going forward, 5. The future is... See more

Covid-19 has created short-term winners and losers. But the more structural impact is that trends already under way have been accelerated. Everything was already moving online. Now this is happening even faster. Online marketplaces now have a combined value of $814 billion globally. 58% of consumer marketplaces could be well-positioned to navigate... See more