The Internet empowered us to find our tribes. Retail isn’t keeping up.

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 expe... 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

Starting in the 2010s, America’s fastest-growing companies in general became the ones that offered not only desirable products and services, but also personal transformation, belonging, and answers to big life questions like: Who am I in this increasingly isolated world? How do I connect with people around me? How do I find my most authentic self a

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