“There are two ways to make money in business: You can unbundle, or you can bundle.” – Jim Barksdale, cofounder of Netscape
Unbundling / (re)bundling is a powerful framework to rethink any topic or entity from first principles. It also helps us visualize what opportunities could be unlocked.
I have explored bundling / unbundling of human creation previously suggesting possible opportunities. In this essay, I will explore how unbundling / …
Thinking that there are native models for each ecommerce category.
Let us start w this useful framework (via Niraj Shah of Wayfair from his podcast on Colossus).
Amazon cracked #1 through marketplace. This is the native model for internet ecommerce, but in reality it is the native model for a certain kind of good. One that fits into cartons and can be loaded into vans. See Benedict Evans’ clever …
(This is a fictional news report. Nothing mentioned here happened. There are some real names here, but none of them said or did what is reported. Think of it as a fictional ‘postcard’ or news report from the future.)
Danny Chu, Asawari Kini and Noam Levine founded DAO Tokeni$eMe to …
A frequent conversation topic that comes up with founders is that of individual employee performance. Once a company nears Series A, team size crosses 30 — I haven’t heard of too many Indian companies with low team counts (this is a topic for another post!) – and invariably the founder’s attention is drawn to managing employee performance or the impact of this. Almost every month or two, someone is being …