What's coming for the consumer internet in 2021

The shift away from traditional subscriptions will quicken pace, driven by the proliferation of on-demand solutions across all areas of modern life. Categories like content consumption (Netflix, Spotify), Travel (Uber, Lime), and food delivery (Deliveroo, DoorDash) are creating an atmosphere on everything on our terms, at all times. These category-... See more

A renewed interest in human curation, a slow move away from big social, a clearer understanding of platform incentives, the economic feasibility of subscription businesses, and builders driven by a new set of values – combined, it feels like a good time for Internet businesses that are both human-scale and profitable.