Sublime
An inspiration engine for ideas
Sharing data around shifting trends in consumer behavior.
Martina Lauchengco • Loved: How to Rethink Marketing for Tech Products (Silicon Valley Product Group)
I fed Google Gemini 1.5 Pro the last 8 quarters of Amazon shareholder reports and call transcripts.
Wow.
"What was an Amazon focus for 2022 that is weirdly absent from the 2023 shareholder calls and reports?" https://t.co/iboXm708t5
Nike is down 30%+ YTD (wiping $60B+).
A former Nike branding exec wrote a viral post and blames it on three decisions Nike made in 2020 under incoming CEO John Donahue.
The plan prioritized the direct-to-consumer (DTC) business but backfired:
▫️ELIMINATE... See more
On Friday, there was a report stating that Microsoft was canceling datacenter leases for several hundred of MWs – alluding to a high risk of overbuild/oversupply.
We discussed this in December in our Datacenter Model where we track every individual DC.
Let's break it down cause it's quite silly.
This was... See more
Dylan Patelx.comI believe retail and e-commerce is up for some true disruption due to AI. After 20 years in e-commerce, I´ve met them all:
Zappos, Stripe, Shein, Zara, Amazon, Sephora, Nike, Zalando, Asos. 1000s of hours
Here is how AI assistants will change the game:
Sebastian Siemiatkowskix.com
If you’re building a consumer brand in India, you must check out the “Decoding Omnichannel” report from Accel, Redseer & Fireside Ventures
It is a fairly short but information dense handbook which contains a bunch of tactical advice on topics like:
(1) When is the right time for my brand to... See more