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“There’s been a complete shift, from what I’m seeing,” he said. “Acquiring a customer that is not break-even or profitable is almost as stupid as driving your car backwards on a highway. You just don’t do it anymore.”
Hal Koss • The DTC Party’s Over. What Happens Next?


Software Is Beating The World
wheresyoured.at
We’ve spent the last few decades getting to the point that we can now give everyone on earth a cheap, reliable, easy-to-use pocket computer with access to a global information network. But so far, though over 4bn people have one of these things, we’ve only just scratched the surface of what we can do with them. There’s an old saying that the first ... See more
Benedict Evans • What comes after smartphones? — Benedict Evans
Jarrod Dicker of the Washington Post had a great insight about the rise of “expensable media” (think Stratechery, The Information, 2PM) and its positive impact on the creator ecosystem. This same effect could fuel a massive expansion in the consumer subscription software market that is compounded by a shift away from the office and its bundled amen... See more
Brett Bivens • Consumer Subscription Trends
-Acquires new customers
Packy McCormick • Bull & Bear: Agora, the API Powering Clubhouse
When Emil joined Uber, his role was scoped as "the external face to Uber"
Erik Torenberg • Emil Michael (ex CBO at Uber)
Mariam Semaan is an award-winning journalist from Lebanon. She recently completed a John S. Knight Journalism Fellowship at Stanford University, where she specialised in media innovation and design thinking.