Member Brief: The TCG Timeline
So the choice is now: “I’m going to find this niche obscure thing, or I’ll get the mass market thing.” It’s either Paul Skallas or Malcolm Gladwell. Aesop Rock or ASAP Rocky. Boutique brand or Amazon. You get the idea.
Erik Torenberg • The Death of the Middle
This raises broader questions about the tech ecosystem and its investment model. I’ve been making the case for a long time that the natural endpoint is likely very large platforms and Aggregators on one-side, and a flourishing ecosystem focused on niches on the other, but implicit in the latter is that venture capital is not simply unncessary, it... See more
Ben Thompson • Brandless Closes, The DTC Facebook Challenge, DTC Versus Softbank
2. Brands starting in niche communities take longer than mass market brands to begin to scale and cannot authentically accelerate their early growth path with outside capital.
Maveron • Casper Aside, Consumer Brands are Thriving
Spending cryptocurrency in the metaverse and investing in NFTs are the latest additions to the ever-growing world of e-commerce. It’s spending with no physical gain happening in, quite literally, a different universe. So, how can emerging brands navigate through this crazy retail landscape? The need to create a universe around a label, and build a... See more
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