Sublime
An inspiration engine for ideas
I like investing in the bottom industries. Laggards in tech adoption. Lots of leverage there. https://t.co/cc1FoXqCJz
When we look back over the past 100 years, traditional commerce (and the culture it indirectly endorsed) was primarily curated by a single person’s point-of-view. Even when commerce moved online, to places like Amazon or Farfetch, retailers still controlled the types of things consumers purchased. Online commerce didn’t innovate a new shopping... See more
Gaby Goldberg • Curators All the Way Down
"It was AMZN and WMT's world in '23 and everyone else was just living in it. To start '24, it's looking more like AMZN's world." https://t.co/punpA29hBS
differences in retailer images that can influence the perceptions category buyers hold of different retailers’ PLs (e.g., more upmarket Costco and Kirkland versus the…
Some highlights have been hidden or truncated due to export limits.
Jenni Romaniuk • Better Brand Health eBook
@sahilypatel @sequoia I wish there was a @CommunityNotes for the left-hand chart of the "Radical Cost Reduction" slide. That data isn't adjusted for inflation; when it is, the effect is much smaller (and nil over the last 20 years). Much of it is explained by the rise in contract work. https://t.co/xcYAAWB6zZ
Are the factors behind the market’s recent pullback short-term? Hear why @CathieDWood thinks so, and why December could be a turning point, on this month’s “In The Know.” https://t.co/9QOlJvfbWG
ARK Investx.comOne obstacle to profitability for Amazon and Zalando is the massive investments in infrastructure and logistics required by their business model s.
Hermann Simon • Confessions of the Pricing Man: How Price Affects Everything
