Sublime

Lana, Taylor and anti-institutional realignment

Recently, I watched the Grammys and learned more about Lana Del Rey. I had no idea she was friendly with Taylor Swift, or that she and Taylor shared the same producer. These women have been pop stars for over a decade: Taylor the establishment good girl; Lana, the anti-establishment shock and awe “othe... See more

- "the concrete practices of the tech industry now structure identity and individuality in ways that support its own hegemony. While it presents endless avenues for expression, it sees us as wholly reducible to market logic, where we are real to the degree that our consumption habits are rational. This vision of selfhood promotes uniformity and bou... 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

Alison Roman: “People are so brand-conscious now, and I think they’ve become that way about food. ‘Are those the Fishwife anchovies?’ No, it’s Cento. Or some Spanish brand you’ve never heard of, but it’s the same anchovies inside the tin. People are too conscious about choosing the ‘right’ thing that signifies their taste level, or who they are as

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It makes sense that norms are shifting in this direction as Gen Z’s influence spreads. Raised on social media, with access to once illicit bad-taste touchstones like Rocky Horror just a click away, they’ve largely replaced IRL subcultures with a constellation of aesthetics—cottagecore, dark academia, Y2K—to be performed, then discarded or demoted t... See more

Still, I think something more fundamental has been lost for all of us as social media has evolved. It’s harder to find the spark of discovery, or the sense that the Web offers an alternate world of possibilities. Instead of each forging our own idiosyncratic paths online, we are caught in the grooves that a few giant companies have carved for us al... See more

We are in an age of noise.

The frameworks that got us here, of jobs-to-be-done or product-market fit, will be insufficient going forward. For founders to have extraordinary outcomes, they will have to find alpha in markets that aren’t easily understood.

Which is to say, technology alone won’t be enough. The other essential ingredient will be taste.... See more