sari

I think this drives at a more fundamental failing by Brandless in particular, that is likely true broadly: the company’s cost structure was completely unsuited for DTC. My strong suspicion — admittedly biased, given Stratechery’s business model — is that the biggest opportunities in DTC are in niches, and the best way to exploit those niches is by... See more

Reaching 95%-ile isn't very impressive because it's not that hard to do. I think this is one of my most ridiculable ideas. It doesn't help that, when stated nakedly, that sounds elitist. But I think it's just the opposite: most people can become (relatively) good at most things.

Kids who are taught to keep a stiff upper lip become adults who hide their suffering. Appearing composed doesn't mean they aren't hurting. They might be reluctant to show vulnerability or impose on others. The emotions people express aren't always a clue to the pain they feel.... See more

And, as highlighted by Shopify’s recent announcements, BiaB Platforms end up facing a key strategic decision: how do they enable businesses on their platform to grow?

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We are focused on “DIY” coliving. DIY in this context means people building coliving from scratch for their friends and network rather than as a business for strangers. There are companies that also provide professionally-managed coliving (which we totally support and think fills an important need). But we also suspect the best communities are... See more