Announcing Lightspeed’s Series C investment in All Day Kitchens β€” the leading distributed platform for restaurant infrastructure.
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August 2021

Why product and services marketplaces earn profits differently at scale.
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June 2021

I'll be back in a couple weeks.
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Why some marketplaces can drive their flywheels faster.
Lightspeed invests in Frubana, doubling down on LATAM. Plus: pumping up PTON, anime going mainstream, the NFT bust, and more.
Are consumer brands getting bigger, faster? If so, why?
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May 2021

How Web3 aligns fans and creators to take down online aggregators.
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No newsletter this week. Call your mom!
Small is the next big thing. Plus: oil crops and the environment, vibing out to mix tapes, speed running Pi, and peak shounen anime.

April 2021

How payment tech lubricates marketplaces. Plus: Squarespace goes public, the media cycle, Apple's dominance with teens, and more!
Wholesale marketplaces are coming. Here are 3 strategies to help them succeed.

March 2021

Congrats to thredUP, now $TDUP, on its IPO!