Category: Digital

  • vs Amazon

    I had an interesting conversation with a start-up founder recently, one whose business had received multiple rounds of funding and is scaling well. Our chat soon moved into listing on Amazon/other horizontals, and I was reminded of my post from earlier this year – The Shrinking Shelf Life of Ecosystems. I had written how the advantages of dominating the triumvirate – distribution, product and brand – now have a shrinking shelf life.

    I had taken DTC brands as an example of this. But while that is relatively true and there are enough unicorns around, in absolute terms, the distribution might of Amazon and other horizontals continues to be formidable. In this insightful post – Bonsai Brands – Simon Andrews explains that while it might be “easy” to get about $50m, the journey to $100m and beyond gets tougher because efficiencies start maxing out. They could remain viable businesses at a certain scale. (more…)

  • The shrinking shelf life of ecosystems

    One of my favourite business frames in the recent past has been Jeremy Liew’s “When a consumer market is new, distribution wins. As consumers become educated, product wins. When products reach parity, brand wins.”

    Two events happened in the last fortnight that made me reflect more on this. The first was Apple’s power move on Facebook and Google. The second one was here in India – FDI regulations affecting Amazon and Flipkart. Both were shows of influence, and involved distribution.

    It made me realise that the shelf life of this entire distribution-product-brand cycle is shrinking. Disruption is happening far before organisations can take advantage of wins at a previous level. (more…)

  • Information & Interfaces

    I’m still stuck on the narrative of consumption – both on the intent and interest front, as I wrote in Intent, Interest & Internet Dominance, as well as on the interfaces through which it will happen, something I started writing on in Consumer- facing AI : Phase One.

    In this era of abundant choice, a device I use when fighting battles with myself on personal consumption is the can-want-need framework. ‘Can’ is made increasingly easier now because of convenience, ‘want’ by the choices around, and sticking to ‘need’ is a very difficult task! I read a really good post which has mirrored this in the (consumer) technology space – “How Technology Hijacks People’s Minds…“. (more…)

  • Intent, Interest & Internet dominance

    Facebook’s new move to dominate advertising by expanding its audience network to non users got me thinking about its interest based approach, and in contrast Google’s intent based approach. While both approaches have their place in the scheme of consumption, it reminded me something I posted a while back on a completely different context – choices.

    We live in an era of (relative) abundance and are spoilt for choices. Consequently (to generalise) it has become more difficult than ever to stick to conscious choices. Increasingly we consume more because we can (largely influenced by our social network) than because we need. I see this as a parallel to interest & intent. I also think that the more data Facebook collects across its properties about users (and non users) the closer it will get to making intent an even lesser part of our consumption than it is now.  (more…)

  • A shift in the world order

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    (via)

    It has been a while since I wrote about nation states, or notion states as I call them. Now is not really a good time to bring this up in India, but hey, it’s a free country. Oh, wait! Therefore, let’s talk about Apple vs the FBI on where digital security ends and national security begins. (via The Guardian) Washington-Silicon Valley shadowboxing as the publication puts it, and Apple has the support of Google, Facebook and Twitter. [If this were happening in India, by now Tim Cook would have probably been lynched by a mob, and charged for sedition – now a very loose word that can be applied to even things such as sneezing while watching the Republic Day parade on TV]

    This battle is interesting as it is because it will set a precedent for an individual’s privacy rights, and is being fought between the world’s most valuable corporation and the world’s biggest (one might even say only) superpower. On one side, we have and entity whose decisions affect billions of lives around the world, and on the other, a country marked by boundaries but influencing policies that affect an equal number. Phenomenally intriguing and layered as this is, I actually find it riveting because I see a couple of my favourite narratives coming to a boil. (more…)