perfect example of where replacing XYZ megacap tech co with "the internet" is the more accurate formulation. we have created a machine called the internet and we can't control it.
people say twitter is bad but the multi day conversation on BNPL vs CCAs going on between @arampell and the networks mafia is respectful, detailed, and really interesting as an outside observer
area man spent years wondering what the threat to CCAs would be
between india, england and netherlands (and prob others i haven't seen) isn't a working hypothesis that delta is so virulent and burns so hot, that case counts go vertical, run through the unprotected population in a few weeks, and then burns out? is there some other explanation?
"When it comes to the ultra-fast convenience wars, it's too early to write off Amazon. Based on recent job posting uncovered by HNGRY, [Amazon] plans to 4x its network of 17 Sub-Same Day facilities w ~100k of the fastest-moving SKUs in under 5 hours this year and 10X it by '22"
Matt continuing to do great work on the same day/sub same day wars
1/ Steve Mandel was an equity research analyst who covered retail. This comment caught my attention:
"It needs to be incrementally better. It does not have to be leaps and bounds better. That was one thing that I learned from Walmart and others in retailing"
2/ There's a scene in Amazon Unbound that talks about Bezos giving marching orders for building a physical store:
"Jeff was very particular that he didn't want to build just any store. He wanted the store to be disruptive - something that no one had attempted before"
3/ In search of a problem to solve, they decide checkout bottlenecks was a major consumer pain point. So they decided to invent "Just Walk Out" technology.
Amazon Unbound is obviously a must read. So many different topics are touched on consistent with Amazon’s sprawling nature. But feels appropriate given today’s news to dive in today on one very important for the future: grocery and last mile. This will be long and meandering…
Throughout both the Everything Store and Amazon Unbound, the importance of Bezos as a driving force behind new initiatives is clear. AWS, Kindle, Alexa all seem almost willed to be by him.
“But for years he took a more passive approach to home delivery of food”
The guy in charge of Amazon Fresh kept pushing to go faster. But “Consumer adoption of hike grocery delivery, Bezos believed, was going to be a more gradual process”
some personal news, I will be selling adults only breakfast foods content...
smart launch strategy to go with existing creators. assume they will steadily lower the follower thresholds to allow newer creators to participate once the product is up and running and proved out.
Whether Super Follows, Spaces, Revue, Scroll, Blue, etc I'm more focused on engagement opportunity for Twitter than direct revenue opportunity. Help users get more utility, creators build audiences and get paid, make it a true platform . Optimizing for revenues would be silly.
People think Twitter needs alt monetization means because historic ad performance sucked. But with new tech stack and products, they too will be able to monetize engagement.
I mean, 25% higher CTR from carousel ads! This is like ads 101. Maybe remedial!