Member Brief: The Great Infrastructure

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On Amazon’s great HQ2 debacle. The drive from Palo Alto to Santa Cruz winds through dense forests and creeks. On a recent trip, I made that drive – back and forth – between my wife’s meetings and my own. At one point, I stopped and marvelled at the beauty and efficiency of this particular stretch. How did they develop this? How did they pave these roads through hilly, treacherous forests? How many workers were harmed in the process? Could these same innovations be executed today? It was one of the first moments that I considered how much we take for granted the infrastructure that remains.

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Member Brief: The Netflix Report

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Consider your favorite film of all time. You’ve probably watched it fifteen times. You know the lines, the body language of the main characters. You may even have the screenplay lying around at home. Odds are, you’ve watched it in the comforts of your own home far more often than you watched it in the theater. Scarface bombed in the theater; Blade Runner didn’t earn half of its budget. And It’s a Wonderful Life fared no better on the silver screen. Each of these films were designated ‘classic’ after years in the living room.

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Member Brief: The Pivot to Tradition

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We’re at a crossroads and it’s time that we consider a new definition for the companies that launch by the dozens, each quarter. As alternative payment gateways become more common, retail channels diversify, and customer acquisition costs increase, the brands that we call DNVBs are straying away from the original definition. By jettisoning traditional means of customer acquisition, the DNVBs of later years added new middle men: Facebook and Google (and you can argue – high dollar PR).

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