Subject
4 entries
Business Models
Bookmarks
Advertising and Web3
An essay arguing that advertising has real value worth preserving as the web transitions toward web3 models. A contrarian take against the reflexive crypto disdain for ads — worth reading alongside the dominant narrative.
Pinduoduo and Vertically Integrated Social Commerce
Turner's analysis of Pinduoduo's vertically integrated social commerce model — how gamified group buying on WeChat, negative working capital, and C2M demand aggregation built China's second-largest e-commerce platform in five years by ignoring premium urban consumers entirely.
B2D: Business to Developer
Semil Shah's 2012 TechCrunch argument that B2D (Business to Developer) deserves recognition as a distinct market segment alongside B2B and B2C. GitHub was the marquee example; the thesis has aged well as developer tools became a major venture category.
Stop Asking "But How Will They Make Money?"
Andrew Chen arguing that 'but how will they make money?' is a lazy question that misses the point of early-stage consumer products. Companies like Twitter, Instagram, and Tumblr built massive user value before solving monetization — and that sequencing was correct.