1. Not really because 9 times out of 10, a new bolt on company is a new supplier. Most products where you’re getting a benefit from container scale are already there when they sell to thrasio. Combining two factories products is…
inefficient and a headache. Like I said, weak returns to scale. The other problem is timing. You’ve got to have two shipments ready at the same time and they’ve got to fit together.
2. 3pl savings are very minimal because of huge assortment of product (headaches) and inability
to negotiate better pricing with FedEx ans ups because you’re using Amazon.
3. By and large the so called “mom and pop” business owner grinds way harder than the thrasio 9-to-5er and is probably more knowledgeable and smarter. Plus it’s easier for the mom-and-pop to blackhat
4. Sure you get some diversification but at huge cost. Plus if you look at the aggregators many of them have like 20 LLC’s. That’s a diseconomy of scale.
Sorry guys, the people who wear fancy suits who try to be more polished than I am don’t know what they’re talking about.
The aggregators by and large, absent operational heroics, are screwed.
/end
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Figured it’d make sense for me to lay out my theory on controversial tweets because I feel like it’s 1) misunderstood 2) interesting to people (“why does he do this?”)
1. Sorry to disappoint you but I am not the second coming of @sweatystartup - I don’t know much about that guy
but I know enough to say that I think different. Also, Twitter/social media isn’t how I make money. I don’t tweet to increase my following. When you sell childrens toys to educator in particular, it’s probably not net profitable for me to tweet most of what I write
2. I tweet what I honestly believe. I get some stuff wrong and I sometimes change my mind. One of the great things about Twitter is that if I’m wrong and I tweet it I’m going to find out. I subject my thinking to criticism via Twitter for this reason. I end up long-term right!
interest rates, won’t; they’ll get stuck in an Argentine or Venezuelan inflation loop. This will happen because today, unlike before, the internet makes it much easier to hold other currencies such as USD Euro or Crypto.
If this is right, two things happen from here:
1. At some point, it’s going to set off a tsunami of loss of trust in small country currencies resulting in higher and higher inflation. The countries may transact some in local currencies but everyone will hold in usd, euro, or crypto
I wouldn't be surprised if the reason why boys are are having heart issues is simply caused by accidental intravenous injection.
Boys have bigger muscles and bigger muscles need more blood flow right?
Vaccine ends up creating tons of spikes in the heart
2/2
Bonus tweet: explanation of this image
1st pic is control (saline solution or whatever) injected into vein of rat.
2nd pic is mrna vaccine injected into vein of rat.
3rd pic is mrna vaccine injected into the muscle.
Series of tweets which explains what Baumol’s Cost Disease is and then applies it to countries instead of people, and then finally makes predictions about which developing countries will make it and why.
Here we go:
“Baumol's cost disease (or the Baumol effect) is the rise of salaries in jobs that have experienced no or low increase of labor productivity, in response to rising salaries in other jobs that have experienced higher labor productivity growth.” en.wikipedia.org/wiki/Baumol%27…
Examples:
Goldman Sachs must raise their starting wage for college grads because if they don’t, they will work at higher salaries for Facebook.
US manufacturers must raise their wages to compete with Amazon’s logistics and warehousing wages to get labor.