When we look back over the past 100 years, traditional commerce (and the culture it indirectly endorsed) was primarily curated by a single person’s point-of-view. Even when commerce moved online, to places like Amazon or Farfetch, retailers still controlled the types of things consumers purchased. Online commerce didn’t innovate a new shopping... See more

However, the one model that I am the most excited about is browsing e-commerce. Current leaders, Amazon, Alibaba or JD, are mostly search based — users know what they want, they search for it on the app, and find the product within the first scroll. Browsing e-commerce is a model where users come with the intent of having fun, much like going to a... See more

However, there’s another side to this. The pickup and delivery apps (Instacart and the like) are likely to outperform as they capture the high-margin consumer brand marketing dollars, but without the physical retail infrastructure. Building your own distribution via DTC marketing and relationships also gets more important, with Facebook and Shopify... See more