Drinking from the Firehose
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Firehose #181: π΄ββοΈ Dashing to IPO. π΄ββοΈ
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
Nov 16, 2020
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Firehose #181: π΄ββοΈ Dashing to IPO. π΄ββοΈ
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Firehose #194: βοΈ Operating leverage. βοΈ
Why product and services marketplaces earn profits differently at scale.
Alex Taussig, Lightspeed
Aug 2, 2021
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Firehose #194: βοΈ Operating leverage. βοΈ
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Firehose #182: π° Subscription addiction. π°
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
Nov 30, 2020
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Firehose #182: π° Subscription addiction. π°
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Firehose #193: π¦ΈββοΈ Mega Marketplaces π¦ΈββοΈ
Why some marketplaces can drive their flywheels faster.
Alex Taussig, Lightspeed
Jun 14, 2021
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Firehose #193: π¦ΈββοΈ Mega Marketplaces π¦ΈββοΈ
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Firehose #184: π¦ The Whole Coupang π¦
How Coupang conquered South Korea, and what Amazon might regret.
Alex Taussig, Lightspeed
Mar 15, 2021
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Firehose #184: π¦ The Whole Coupang π¦
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Firehose #187: π A new marketplace wave. π
Wholesale marketplaces are coming. Here are 3 strategies to help them succeed.
Alex Taussig, Lightspeed
Apr 19, 2021
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Firehose #187: π A new marketplace wave. π
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Firehose #195: π² The kitchen is open. π²
Announcing Lightspeedβs Series C investment in All Day Kitchens β the leading distributed platform for restaurant infrastructure.
Alex Taussig, Lightspeed
Oct 4, 2021
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Firehose #195: π² The kitchen is open. π²
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Firehose #191: π² $1B+ brands π²
Are consumer brands getting bigger, faster? If so, why?
Alex Taussig, Lightspeed
Jun 1, 2021
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Firehose #191: π² $1B+ brands π²
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Firehose #190: πΈ Creator equity. πΈ
How Web3 aligns fans and creators to take down online aggregators.
Alex Taussig, Lightspeed
May 17, 2021
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Firehose #190: πΈ Creator equity. πΈ
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Firehose #179: π©βπ« Getting schooled. π©βπ«
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
Oct 19, 2020
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Firehose #179: π©βπ« Getting schooled. π©βπ«
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Firehose #192: π½ Campo a la mesa. π½
Lightspeed invests in Frubana, doubling down on LATAM. Plus: pumping up PTON, anime going mainstream, the NFT bust, and more.
Alex Taussig, Lightspeed
Jun 7, 2021
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Firehose #192: π½ Campo a la mesa. π½
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Firehose #183: π¬ Legacy of a "crazy" deal. π¬
How Yuri Milner's Facebook investment catalyzed a decade of "private IPOs," and how public market investors finally caught up.
Alex Taussig, Lightspeed
Mar 8, 2021
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Firehose #183: π¬ Legacy of a "crazy" deal. π¬
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