The Fast-Foodification of Everything

The next wave of big consumer companies will be community-based products: - Niche, not everything to everyone - Unique aesthetic - Built-in community - More memorable than big platforms - Rewarding loyalty - Unbundling large platforms - An experience not a transaction - Fun

As more and more identity formation happens online, it’s is inevitable that most of it happens in private spaces. As we spend more and more time living in these spaces, it’s inevitable that their intentional shaping should become more important to us. As more and more internet-first communities choose to build the means for themselves to live, it i... See more

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