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DTC is dead, retail for life

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Internet Basics

📓Online Commodities

Consumer and Creator

📓1. Creator = Consumer📓2. The Active Consumer📓3. “Creator-GTM”📓3.A. Where the Viral Things Are📓4. The Anonymous Economy📓5. Pre-founder: People-focused investing

Content is King -- Bill Gates, 1997

Things To Do.

📓Work to Be Done📓Statements; No Mission

⬜ Creator Financing

📓Untraditional Talent📓Villains/Heroes, Love/Technology

Creator Extras

📓Content is Eating the World📓A Spectrum of Influence📓Influencing Influencers

Investment

📓Total Content Market (TCM)/Content TAM (C-TAM)📓Revisiting Community Investing📓Rethinking Consumer LTV📓“Organic” = unpaid?📓Introducing: On-Page Collaboration, LiveWriting, anti-Press Publish📓VC Managers: Finding your style📓Women’s Consumer (2022)📓The “online” button

Translation

📓“GenZ”

Personal Journal

📓An intro to Personal Journal📓Unfortunately 📓How to Build a Fund📓I Don’t Want to Be You📓Advice for a Y1/Y2 woman in VC📓Advice for a Y3 woman in VC 📓My love letter to Journalists📓Women and Wikipedia 📓Manifesto📓Dating in Your Industry📓Alcohol and VC📓Invest in the Opposition 📓Not On Your Side📓Creator vs. Kinda “creator”📓Forced Content.📓“Pedigree”📓“Levers”📓“Cleanup”📓“Examples”📓Me & Paul📓Very Specific Advice📓Why I dropped out📓Young People📓How to be Jealous📓Content vs. Journalism📓To Be Free
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Personal Investment Stuff
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Freshman Year
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Old Stuff
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Tell me your thoughts

© EM 2024

DTC is dead

This is completely anecdotal.

Not entirely, just solo DTC.
  • Mixed retail is the only way to go
  • Used to work because online ads were cheap
  • Attention was cheap
  • Flood of online brands hard to keep attention
  • Consumers used to next-day/same-day delivery, so they’d rather go in person
  • I dont know how to say this, but there’s nothing like spending money in person