Thread by @sajithpai

🧵 Native models for each ecommerce category.

Start w this useful framework (via Niraj Shah of Wayfair fm podcast on @joincolossus)

Amazon cracked #1 through marketplace. Has become the native model.

#2 solved via dark stores (Rappi etc). This is now 'native' model globally.

Huge excitment around QCommerce / 10min delivery - GoPuff, Rappi, Gorillas, Jokr, Dunzo, Zepto etc - because the model of dark stores / limited SKUs / defined 2x2 sq km area etc has been cracked. PMF is now much easier with this model.

Grocery's native model is QCommerce.

#3 is Shein / Livestreaming. Shein's LATR model for instance where they rinse & repeat at scale is perhaps a great model to overcome inventory challenges that plague fashion.

via restofworld.org/2021/how-shein…

#4 - given that this is an unbranded + high order value + complex product / high involvement category, perhaps the native model is expert-assisted or concierge commerce - curated / theexpert / wishi etc.

https://twitter.com/sajithpai/status/1371425092236943362

I am still not sure on #3 and #4. Perhaps there could be 2-3 native models.
Re #3, Meesho was one solution for India - it is a kind of weak expert network. The reseller provides curation of a kind. However Meesho has gone B2C now. Similarly Livestreaming has worked well in China.

Fin/

Thoughts anyone?

@threadreaderapp unroll