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Member Brief (838): The WhoWhatWear Deal

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The DTC Power List | Updated for: May 18

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Recent Memos

Memo: Apple’s Property Tax

For Apple, hardware is the afterthought. Content, digital land, and privacy is at the forefront. Two announcements in the past 24 hours confirms as much. This week, Apple won its first Oscar for best picture. And according to Nikkei, Apple is lowering the output of iPhones and Airpods as inflationary pressures and supply chain issues… Continue reading →

March 28, 2022March 28, 2022

Web Smith

Memo: Planet of the Apes

We are living in a brave new world, a planet of the apes. This week, decentralized autonomous organizations (DAOs) took another step into the mainstream with the airdrop of Bored Ape Yacht Club-licensed ApeCoins to BAYC’s existing community of crypto-wealthy ape owners. Andreessen Horowitz was heavily involved in this DAO, accruing nearly 14% of the… Continue reading →

March 23, 2022March 23, 2022

Web Smith

Memo: Instant Needs Industry

Whether we are post-pandemic or not, some behaviors are beginning to return to the way things were. Of them, quick delivery grocery appears to be one of the pandemic practices that may not reach the zenith that was once predicted. And now, the fall out. On the heels of a recent report by the New… Continue reading →

March 16, 2022March 16, 2022

Web Smith

Memo: Apple and Performance Marketing

Though founded in the 1960s, Walmart came into its own as a “mom and pop” store killer by the late 1970s. Overnight, independently-owned stores folded as Walmart sold products with greater efficiency and lower prices. Product marketers worked tirelessly to place their products on Walmart shelves. Sixty years later, the company’s grasp over physical retail… Continue reading →

March 14, 2022March 16, 2022

Web Smith

Linear Commerce, Metaverse, Web3, Economics, and Polymaths

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Recent Member Briefs

Member Brief: Asset Class or Currency?

Is it an asset class or a currency? That depends on the volume spent on products. The argument against blockchain technologies has been that it will never evolve beyond something you hold. The argument for wider adoption is that we will eventually use it the way we use fiat currencies. The co-creator of Cash App… Continue reading →

May 20, 2022May 20, 2022

Web Smith

Member Short: The WhoWhatWear Acquisition

Today, acquiring a media company is often not about the content they create. It’s about the audience that they curate and what that audience prefers to consume. At least, that’s the playbook for Future, a UK-based media company that owns a laundry list of specialized titles to include PC Gamer, Marie Claire, Homes & Gardens,… Continue reading →

May 18, 2022May 18, 2022

Web Smith

Member Brief: All About Food

Headed into the pandemic, Instacart was at risk. However, rumors of its demise proved to be premature as COVID bolstered our need for grocery convenience. A January 2021 Forbes article on the Apoorva Mehta-led company: Online grocery purchases have jumped to 10% of the $1 trillion industry, more than triple what they were at the… Continue reading →

May 13, 2022May 13, 2022

Web Smith

Member Deep Dive: The Shopify Solution

In an age of DTC, Shopify has served as more than a technology. It’s a bellwether for a much larger notion that shopping’s next iteration would be digital-first. Consumers are revolting against that idea, temporarily at least. This content is designed exclusively for Executive Members

May 11, 2022May 11, 2022

Web Smith

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