Members Only: Fully Vertical Meal Delivery

If your consumer product relies exclusively on dry ice for shipment, you’re at a growing disadvantage in the “now” market. for Fully vertical meal delivery (or FVMD) is as much of a marketing channel for traditional shippers as it is a distribution strategy for regional delivery companies. There are some promising developments in this market.

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Members Only: The Seclusion Market

How history’s longest bull run influenced poor innovation. I received an early A.M. message from a Meta employee who is counting the days until his number is pulled; he messaged with tears of relief that he wasn’t one of his peers who were laid off with 4,000 others in technical roles. It got me thinking: where did all of this go wrong? I attribute it to four distinct influences: the end of the bull run, nagging inflationary pressures, misreading the market, and Elon Musk (though not in the way you’re probably thinking).

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Member Brief: Ted Lasso and Major League Soccer

The origin of Major League Soccer’s exclusive media deal with Apple TV is predictable when you consider the market forces. The MLS needs its “Netflix moment,” and Apple TV needs more streaming subscribers. It’s had some luck with sports so far, sort of. I imagine an initial conversation went something like this:

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