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It’s much easier to build a subscription business that draws on an existing recurring consumer behavior, instead of trying to create a new recurring behavior. As a result, some categories of consumer spend just lend themselves more naturally to a subscription business than others.

This is not to just be a “things were better in the old days” rant. But I do think in the era of growth teams running wild with machine learning algorithms, we accelerated distribution incentives to drive engagement before we really knew what incentives were being created in the internet economy. And now the larger social networks are grappling... See more

Video games are an internet mall, it’s where people can hang out, meet new people, and shop

One commentator [1] waggishly described Affirm as an API between Peloton and CRB, due to Peloton being a very large account at the time of their IPO.

We're entering the Third Wave of Digital Media. Wave 1 ➱ Monolithic Media Wave 2 ➱ UGC Wave 3 ➱ Multiplayer Media A (scruffy) theory ⇓