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The end of Need Supply
“Amazon is designed to commoditize products to the lowest common denominator of what they stand for,” Joey Zwillinger, Allbirds’s co-founder
Yiren Lu • Can Shopify Compete With Amazon Without Becoming Amazon? (Published 2020)

Second, I’m reflecting on a point former Netscape CEO Jim Barksdale famously made in 1995: “There are only two ways to make money in business: bundling and unbundling.” I think we’re burnt out by the fragmentation that the D2C era brought to everything. After subscribing to tons of hyper-niche content over the years, the idea of a couple brands we ... See more
Michelle Rose Joseph • No. 13 — Reclaiming Discovery From the Algorithms
An invigorating mass of small and independent brands, which aren’t constrained by public ownership, are rejecting corporate operations in favour of slower, localised, and intentional fashion production. They’re reconfiguring what is meant by the word “success” as they go. There’s so much creative potential when the pressure to exponentially expand ... See more