Attention Required! | Cloudflare
It had its thesis right. People don’t care about big brands as much as they care about ingredients. They love a good price. If you give people what they could trust at the price they can afford, there is a big company to be built.
Ashwin Ramasamy • Why Brandless Failed When Aldi Succeeded
This raises broader questions about the tech ecosystem and its investment model. I’ve been making the case for a long time that the natural endpoint is likely very large platforms and Aggregators on one-side, and a flourishing ecosystem focused on niches on the other, but implicit in the latter is that venture capital is not simply unncessary, it i... See more
Ben Thompson • Brandless Closes, The DTC Facebook Challenge, DTC Versus Softbank

