Think.dot

Insights from Covid-19

The less understood late increase in market risk and what drives it

What drives the choice and the evolution of business models aggregators adopt

How the nature of content defines the long-term failure point in content-centric apps

Is Tech’s new found love for physical assets justified? Yes, but only in certain scenarios.

Services are ambiguous, and creating an online services marketplace requires finding a fit b/w the service and the marketplace model

Consumers need for brands and their meaning is evolving. It will change where in the value chain most brand value accrues.

The perfect storm of expensive subscriptions, bad ads, and the need for growth is pushing Google and Apple to break the internet into…

Uber’s strategy has a new home — “mobility data infrastructure for YOUR city”. Blame it on competition and regulation.

Markets for goods & services are constantly evolving and are never efficient. Thinking of market efficiency as a milestone is delusional.

Digitally native vertical brands are betting that subscription led bundling can counter Amazon led unbundling

Trust is one of the most important aspects of building a liquid marketplace, but trust is hard to quantify. Lately, I have been wondering…

An approach to building for growth through pricing

Amazon is building an ecosystem of features to power the next generation of brands

One of the hardest but well understood aspects about building an e-commerce business is acquiring the breadth and depth of inventory that…

“You can’t stop the future You can’t rewind the past The only way to learn the secret …is to press play.” ― Jay Asher, Thirteen Reasons…

Marketplaces thrive when their supplier base is highly fragmented. This ensures that they have a higher negotiating power and can…

There has been a lot of buzz lately about a new breed of Craigslist killers. OfferUp and letgo are the leaders in that pack and are into…

User Generated Content (UGC) is not new and is a pretty self-explanatory term. In fact, this post is an example of UGC. Companies have…

In my last blog post, I argued why fast fashion e-commerce is poised to take off. While that is something most of us could agree with, the…

E-commerce has gone through an interesting journey over the last decade, colonizing categories one by one. While some categories such as…

Thanks to a discussion with a friend one afternoon, I got thinking on the need for a marketplace to carefully breed a “middle class” among…

Marketplaces are amazing businesses if you get them right. Getting traction both on demand and supply sides is incredibly tough and product…