Tag: network effects
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Is Uber Still Screwed and Going to Zero: How Autonomy and Micro-Mobility Play into Uber (and Transportation’s) Future
Surprise, surprise… Uber got shit on by public markets. How long would you be willing to trade a dollar for fifty cents… Is the era of unsustainable, unprofitable growth over? Or is another WeWork in the cards? And what exactly is the future of transportation and ridesharing? I recently interviewed Jarrett Walker (a world-renowned urban infrastructure […]
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From Product to Platform — Inside Amazon’s Dominance
How to Build a Powerful, Profitable Platform from Scratch Bezos builds businesses like no one else — and arguably better than anyone. Each of Amazon’s 5 major divisions would be multi-multi billion-dollar businesses on its own. And each followed exactly the strategy. Let me explain.
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The Capitalism of Christmas and Manufacturing a Mass Market
“It’s beginning to look a lot like Christmas, toys in every store…” And the pretty sight businesses see, is the green that will be, pouring through their doors… Christmas is a myth. What was once about religion (first paganism and later repurposed for Christianity), has been converted to capitalism. Toys and gifts are the currency […]
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The 5 Types of Network Effects and How to Growth Hack Them
Society is built upon a story. The glue that holds humanity together is fiction, a creatively invented story for “the greater good.” Look at money. Why trade our lives for paper? Wars are waged over this meaningless money. And money my friends is the one bubble that’s never popped. Money’s also the source of power […]
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Marketplace Monopolies and the Cult of Crypto and ICOs
As an angel investor, I am always looking for transformational businesses. And marketplaces are arguably one of the strongest and most time-tested business models of all time. From early Rome and milenia earlier, merchants conducted commerce in markets. Thanks to efficiency gains for both buyers and sellers, the market thrived. Sellers could set up shop […]
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Amazon’s Acquisition of Whole Foods = Gameover Groceries…
Amazon’s is the most monopolistic and well-positioned marketplace the Western world has ever seen. Last year they did $136B in revenue with double digit growth every year. Yet they haven’t even scratched the surface. The US food retail and food services industry represents a $5.35T market (with $800B+ in grocery alone). That is 40x Amazon’s […]