Drinking from the Firehose

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August 2021

Firehose #194: ⚖️ Operating leverage. ⚖️
Why product and services marketplaces earn profits differently at scale.
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Alex Taussig, Lightspeed
1

June 2021

Calling in sick. Sorry!
I'll be back in a couple weeks.
 • 
Alex Taussig, Lightspeed
2
Firehose #193: 🦸‍♂️ Mega Marketplaces 🦸‍♂️
Why some marketplaces can drive their flywheels faster.
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Alex Taussig, Lightspeed
Firehose #192: 🍽 Campo a la mesa. 🍽
Lightspeed invests in Frubana, doubling down on LATAM. Plus: pumping up PTON, anime going mainstream, the NFT bust, and more.
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Alex Taussig, Lightspeed
Firehose #191: 😲 $1B+ brands 😲
Are consumer brands getting bigger, faster? If so, why?
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Alex Taussig, Lightspeed
2

May 2021

Firehose #190: 🎸 Creator equity. 🎸
How Web3 aligns fans and creators to take down online aggregators.
 • 
Alex Taussig, Lightspeed
1
❤️ Happy Mother's Day! ❤️
No newsletter this week. Call your mom!
 • 
Alex Taussig, Lightspeed
Firehose #189: 🥸 Hiding in plain sight 🥸
Small is the next big thing. Plus: oil crops and the environment, vibing out to mix tapes, speed running Pi, and peak shounen anime.
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Alex Taussig, Lightspeed

April 2021

Firehose #188: 🛢 Payment tech is motor oil. 🛢
How payment tech lubricates marketplaces. Plus: Squarespace goes public, the media cycle, Apple's dominance with teens, and more!
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Alex Taussig, Lightspeed
Firehose #187: 🌊 A new marketplace wave. 🌊
Wholesale marketplaces are coming. Here are 3 strategies to help them succeed.
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Alex Taussig, Lightspeed

March 2021

Firehose #186: 👗 Pop some tags. 👗
Congrats to thredUP, now $TDUP, on its IPO!
 • 
Alex Taussig, Lightspeed
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