Member Brief No 12: A Physical $SHOP

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This past weekend, Shopify concluded their annual Unite event. The concept of hardware and software as tools to enable an aging physical retail industry was the topic. And it took center stage for the the 16,000+ partners in attendance. Shopify has a tremendous opportunity to elevate existing independent vendors to new heights with these new tools and omni-channel innovations. But more importantly, they are building products to address the needs of independent retailers and service providers who have yet to enter the market. Shopify’s solutions were simple and elegant.

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Member Brief No. 10: Acquisition Targets

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This is another important moment in digital that will fly under the radar. Despite relatively minimal coverage and discussion around this acquisition, it marks a pivotal shift in publisher economics–one that serves as a central thesis of 2PM:

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Member Brief No. 8: NYT Commerce Report

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The word commerce was a dirty one in the media space, until recently. One of 2PM’s capstone beliefs is that commerce is the central engine of the digital economy. That may seem to be a reasonable now. But consider that just two years ago, fewer than ten digital publishers maintained direct to consumer storefronts. Many will point to Jackthreads and Thrillist, so here is the clipping from May 2010 for reference:

Thrillist has acquired Gilt Groupe-for-dudes site JackThreads. The deal moves Thrillist, the NYC-based email-newsletter-for-dudes startup, into the e-commerce market. Previously, Thrillist has generated revenue through ads and sponsorships in its emails and on its website.

Spooked by the perceived failures of the Jackthreads x Thrillist partnership, content and commerce was dead on arrival as a revenue strategy for quite some time. But if you dug into the venture’s number, Jason Ross’s eCommerce company did quite well after being absorbed by Thrillist.

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