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Firehose #194: ⚖️ Operating leverage. ⚖️
Why product and services marketplaces earn profits differently at scale.
Aug 2, 2021
•
Alex Taussig, Lightspeed
14
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Firehose #194: ⚖️ Operating leverage. ⚖️
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Firehose #193: 🦸♂️ Mega Marketplaces 🦸♂️
Why some marketplaces can drive their flywheels faster.
Jun 14, 2021
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Alex Taussig, Lightspeed
4
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Firehose #193: 🦸♂️ Mega Marketplaces 🦸♂️
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Firehose #195: 🍲 The kitchen is open. 🍲
Announcing Lightspeed’s Series C investment in All Day Kitchens — the leading distributed platform for restaurant infrastructure.
Oct 4, 2021
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Alex Taussig, Lightspeed
8
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Firehose #195: 🍲 The kitchen is open. 🍲
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Firehose #187: 🌊 A new marketplace wave. 🌊
Wholesale marketplaces are coming. Here are 3 strategies to help them succeed.
Apr 19, 2021
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Alex Taussig, Lightspeed
3
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Firehose #187: 🌊 A new marketplace wave. 🌊
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Firehose #184: 📦 The Whole Coupang 📦
How Coupang conquered South Korea, and what Amazon might regret.
Mar 15, 2021
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Alex Taussig, Lightspeed
5
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Firehose #184: 📦 The Whole Coupang 📦
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Firehose #191: 😲 $1B+ brands 😲
Are consumer brands getting bigger, faster? If so, why?
Jun 1, 2021
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Alex Taussig, Lightspeed
4
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Firehose #191: 😲 $1B+ brands 😲
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Firehose #190: 🎸 Creator equity. 🎸
How Web3 aligns fans and creators to take down online aggregators.
May 17, 2021
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Alex Taussig, Lightspeed
5
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Firehose #190: 🎸 Creator equity. 🎸
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Firehose #183: 😬 Legacy of a "crazy" deal. 😬
How Yuri Milner's Facebook investment catalyzed a decade of "private IPOs," and how public market investors finally caught up.
Mar 8, 2021
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Alex Taussig, Lightspeed
8
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Firehose #183: 😬 Legacy of a "crazy" deal. 😬
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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.
Jun 7, 2021
•
Alex Taussig, Lightspeed
4
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Firehose #192: 🍽 Campo a la mesa. 🍽
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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.
May 3, 2021
•
Alex Taussig, Lightspeed
4
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Firehose #189: 🥸 Hiding in plain sight 🥸
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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!
Apr 26, 2021
•
Alex Taussig, Lightspeed
5
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Firehose #188: 🛢 Payment tech is motor oil. 🛢
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Firehose #185: ☀️ Climate invariants. ☀️
How physical constraints inspire business model innovation, with applications to climate tech.
Mar 22, 2021
•
Alex Taussig, Lightspeed
5
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Firehose #185: ☀️ Climate invariants. ☀️
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