Wholesale marketplaces are coming. Here are 3 strategies to help them succeed.
Alex Taussig, Lightspeed
Congrats to thredUP, now $TDUP, on its IPO!
Alex Taussig, Lightspeed
How physical constraints inspire business model innovation, with applications to climate tech.
Alex Taussig, Lightspeed
How Coupang conquered South Korea, and what Amazon might regret.
Alex Taussig, Lightspeed
How Yuri Milner's Facebook investment catalyzed a decade of "private IPOs," and how public market investors finally caught up.
Alex Taussig, Lightspeed
TL;DR: Where's my Firehose? Coming back soon (hopefully).
Alex Taussig, Lightspeed
A framework for subscription success. Plus: Airbnb and Roblox go public, how to start a newsletter, and could you survive "Home Alone"?
Alex Taussig, Lightspeed
Doordash serves up its S-1. Plus: Unpacking SPACs, Netflix tests podcasts, Apple drops Intel, and the linkage between gut health and Alzheimer's.
Alex Taussig, Lightspeed
Unpacking a busy week at Lightspeed. Plus: markets as Veblen goods, crave the wave, depreciating developers, and a history of ghosts.
Alex Taussig, Lightspeed
A return to edtech investing. Plus: vaccine logistics, the history of audiotech, a glitch in the matrix, and Pearl Jam wants you to vote!
Alex Taussig, Lightspeed
Welcome to my (former) Mailchimp subscribers!
Alex Taussig, Lightspeed
How to make strategy quantitative. Plus: running remote, designing for algo's, super Zooms, and RIP EVH.
Alex Taussig, Lightspeed