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Aggregation, acquisitions, and partnerships will happen at the product layer as much or more than in web2, even given an interoperable and composable landscape. People will want fewer rather than more Prime-like memberships, so established organizations with already successful products will have an edge on building or partnering with complementary ... See more

With prices like $5 / month or $8 / month for a commodity mobile platform, the concern is that pricing will soon shift to a “first year free” model or be entirely free, shifting the economic model to one that emphasizes broadcast advertising sales patterns. While this could bolster early acquisition, it degrades Hollywood’s trust in the platform. W... See more

“This isn’t just about getting guests to buy apparel,” Calvin McDonald, chief executive of Lululemon, said in an interview. “This is about strengthening our community and our loyalty and our relationship with our guests and memberships, and it’s going to be its own revenue stream model, which we’re excited about.”

1/ TLDR @renttherunway S-1. I try to look through rose colored glasses in analyzing the path to ubiquity for a brand. In this case, it’s hard to see a strong sustainable future unless A LOT goes right.