sari

Total Addressable Market for Initial Subscription Offering (B) The single biggest question my partnership had about The Farmer’s Dog Series A investment was about the size of the addressable market for the initial fresh human-grade food subscription service.

Users are the marketplace. Uniswap points to the increasing power of individuals not just to build out platforms like Dune or The Graph but become platforms themselves.

What if startups had the option to mature in a way that gets them out of the investors’ hamster wheel?

Victor Gruen, who is only indirectly responsible for the Transfer,  invented the shopping mall as we know it  in the 1950s in a utopian effort to recreate the pedestrian-friendly shopping districts that were vanishing from urban downtown areas due to the transformative impact of the automobile. The existing environment’s flaws, in other

... See more

The most important shift in restaurants in the past decade has been the rise of online ordering and delivery. UberEats, Postmates, Doordash, and a handful of other apps have been knife-fighting (in extremely uneconomical ways) for the privilege of becoming food delivery aggregators. Own enough customer demand, the thinking goes, and not only will r... See more