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Growth/Challenger Advertisers: These brands have largely perfected how to promote within a single channel very effectively. Facebook, Instagram, email lists, and community-building are frequent staples with some high-density area out-of-home advertising sprinkled in for good measure. These advertisers are now running face-first into platform limita... See more

If you look at the sources of traffic for Barton’s companies, the vast majority of their traffic comes from search or direct. This makes their user acquisition far cheaper than any company that relies primarily on paid acquisition. It’s this ability to get free acquisition at scale that made it possible to build companies in these otherwise difficu... See more

"In the early days at Thumbtack, so much of our growth was coming from SEO that it made sense for it to dominate our growth roadmap. We spent disproportionate time generating content, earning links, and optimizing conversion on SEO landing pages. Over time, however, it became clear that we were running into diminishing returns from these efforts, a... See more

Many of these brands (eg Instacart) sit far down the purchasing funnel and so can sell very specific ads directly to brands…

For consumer companies, there are only three growth “lanes” that comprise the majority of new customer acquisition:1. Performance marketing (e.g. Facebook and Google ads)2. Virality (e.g. word-of-mouth, referrals, invites)3. Content (e.g. SEO, YouTube)

“When I think about DTC companies that are raising VC dollars, they are funneling a huge majority of that money back to Facebook and Google,” says House of Wise’s founder, Amanda Goetz. “We’re at this inflection point of e-commerce where I truly believe people are the distribution channel. We are turning to humans over brick-and-mortar and paid ads... See more