The premise of this memo: this summer, a Russian national eCommerce logistics network was systematically destroyed by cheap drones, the Kremlin’s own state bank booked the damage as a macroeconomic constraint, and the doctrine is now public. American warehouse operators sit on the same architecture with fewer legal defenses to prevent the same from occurring. Washington is actively fighting over who will be allowed to protect you, the current answer is nobody, and the federal rulemaking that decides which facilities count as protectable is open for public comment until September 4.

In 1969, Donald Fisher opened a small store on Ocean Avenue in San Francisco that sold Levi’s denim alongside a curated rack of records. He called it The Gap, named for the generation he intended to dress. Forty-two years later, in 2011, Michael Preysman and Jesse Farmer launched Everlane from a small office in SoMa, four miles north of Fisher’s first storefront, and announced that the next Gap would be a digitally-native brand built on radical transparency. Today, Quince operates from a building somewhere between the two, having taken Shein’s quick-and-dirty production model and married it to Everlane’s faux-luxury positioning with ferocious commercial effect.