Drinking from the Firehose
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Announcing Lightspeed’s Series C investment in All Day Kitchens — the leading distributed platform for restaurant infrastructure.
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Why product and services marketplaces earn profits differently at scale.
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I'll be back in a couple weeks.
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Why some marketplaces can drive their flywheels faster.
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Lightspeed invests in Frubana, doubling down on LATAM. Plus: pumping up PTON, anime going mainstream, the NFT bust, and more.
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Are consumer brands getting bigger, faster? If so, why?
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How Web3 aligns fans and creators to take down online aggregators.
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No newsletter this week. Call your mom!
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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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How payment tech lubricates marketplaces. Plus: Squarespace goes public, the media cycle, Apple's dominance with teens, and more!
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Wholesale marketplaces are coming. Here are 3 strategies to help them succeed.
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Congrats to thredUP, now $TDUP, on its IPO!
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