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Why Kirsten Green Might Not Invest in the Next Warby Parker
The Changing Venture Landscape. The World Around Us Is Being Disrupted… | by Mark Suster | Sep, 2021 | Both Sides of the Table
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As Eurie Kim said to me on the phone, “DTC is not a P&L advantage anymore.” Omni-channel is the new normal.
Aubrie Pagano • To Invest or Not to Invest: The VC Question about Digital Brands
Warby Parker might have started the DTC trend, but the true awakening came with Dollar Shave Club and Harry’s interrupting the somewhat ridiculous Gillette domination of razor blades at mass/retail. Would-be entrepreneurs and VC investors mistook this unique category situation (single dominant incumbent player, ridiculously high margins, small/ligh... See more
Luke Weston • A Potentially Unpopular Opinion on the Future of DTC
Young people don’t want to rent their time to corporations—they watched their parents and grandparents get burned during the Great Recession and again during the COVID pandemic. Why work within “the system” with capped upside when you can use your hustle and savvy to dictate your own fortune, and have equity upside?