Metropolis
The Great Bifurcation: Artisans vs. Scaled Asset Managers
In many industries, we’ve seen a bifurcation into niche and sprawl. Into depth and breadth.
Take the news industry. If you’re thriving in news, you’re likely either (1) narrow, nimble, and focused, like a successful Substack publication with a single journalist, or (2) you’re a multi-product b
... See moreEarlier this year we met with our Limited Partners. Their top question was “will the AI transition destroy your existing cloud companies?”
We began with a strong default of “no.” The classic battle between startups and incumbents is a horse race between startups building distribution and incumbents building product. Can the young companies with coo... See more
We began with a strong default of “no.” The classic battle between startups and incumbents is a horse race between startups building distribution and incumbents building product. Can the young companies with coo... See more
Pat Grady • Generative AI’s Act O1
Such speed and convenience is difficult to achieve when your business model is at the mercy of third party merchants fulfilling your orders. These companies must therefore be vertically integrated with a high degree of control over their Dark Stores and courier networks.
Stuti Pandey • The Modern Milk Man Sits in the Dark: Demanding More From On-Demand Delivery
