Latest from Ezra Galston
Unboxing Stitch Fix’s S-1
6:30 pm PDT • October 22, 2017
When Zulily went public in 2013, it sparked a resurgence of interest in an otherwise lagging e-commerce market. Quickly trading up to reach an $8B market cap — valuing the…
Managed marketplaces have been one of the hottest categories of venture investment over the past several years. They garner a lot of press because the consumer experiences are often radically…
One of the great promises of the Internet — a democratic, transparent, open network that would disintermediate entrenched industries, remove fee-taking middlemen and thereby lower the costs of goods –…
Among big businesses the proliferation of these on-demand services significantly trails their adoption amongst consumers, despite B2B services representing well over $1 trillion in annual spend.
Etsy’s S1 filing didn’t disappoint. Etsy is a powerful business with extraordinary network effects. Its customers are extremely loyal, and its committed sellers are earning significant income. But there are…
Dropbox, Spotify, Gmail, Skype: Are We In A Subscription Bubble?
3:00 am PDT • March 10, 2013
It seems like nearly every tech business has sought to employ a subscription model for its services. While that makes sense from a business perspective, I wanted to investigate any…
