Ian D'SilvaStitch Fix: A Strategy Fit for the OccasionStitch Fix is in the pole position to disrupt retail e-commerce but must continue to push forward in bold new ways.Jun 6, 2021Jun 6, 2021
Ian D'SilvaWhy Hardware + Software Combinations Create Great BusinessesRecently, @MarcoDeMeireles published an eye-opening piece on his investment thesis around physical products or experiences that integrate…Feb 13, 2021Feb 13, 2021
Ian D'SilvaPeloton Interactive Strategy — Part 2In October I wrote about how Peloton might consider focusing its strategy around three bold bets. The first recommended that Peloton…Feb 13, 2021Feb 13, 2021
Ian D'SilvaPeloton Interactive: An Ecosystem Strategy to Top The LeaderboardOriginally published at https://sandboxthoughts.substack.com.Feb 13, 2021Feb 13, 2021
Ian D'SilvaIan’s Fantasy VC PortfolioOriginally published at https://sandboxthoughts.substack.com.Feb 13, 2021Feb 13, 2021
Ian D'SilvaThe Future of Storytelling Media: What is it, Who Will Deliver It, and The ImplicationsMedia experiences have always been standardized and passive ones. The future of media is making the experience personalized and active.Jun 29, 2020Jun 29, 2020
Ian D'SilvainDataDrivenInvestorThe Future of Storytelling Media: Changing the Game and the Implications (Short-Form)Media experiences have always been standardized and passive ones. The future of media is making the experience personalized and active.Jun 29, 2020Jun 29, 2020