sari

One of my favorite examples of TAM’s irrelevance is Etsy. Early on, our peers were thinking, “How big could arts and crafts possibly be? I go to farmers markets, and maybe two or three people are polishing wooden bowls or selling earrings they’ve made in their free time. How many of those folks are there, and how many will actually use something li... See more

The power of search makes the presence of an existing Reddit community a liability instead of an asset.

We look at apps like DoorDash and see food delivery. Rather, view them as the last-mile enabler for businesses who are leaning into localized eCommerce. Food delivery, alone, will not justify the $50+ billion market cap but a city-by-city network of local retailers may.

Consumers are demonstrating that they are the greatest marketing force a good television show or movie could ever have, given the powerful social media tools at consumers’ disposal.

If you look around, you’ll notice the people and organizations moving the fastest are the focused ones. Not only do they focus on a few ideas, but within the scope of those ideas, they are able to focus on the key variables.