Blog
Integrative SaaS: A new OS for the workplace?
There has been a proliferation – and fragmentation – of new work software in the cloud. End users can now pick and choose products that work for them, pioneered by the likes of Slack and Dropbox. But maintaining a coherent workflow across large teams is a struggle. So what should the “connective tissue” between SaaS applications look like?
Antitrust posturing
Late last year the US congress's antitrust committee held a series of hearings, and produced a 400 page report, on competition issues around big tech platforms. The report, co-authored by the new FTC nominee Lina Khan, essentially claimed that these companies are collectively the new Standard Oil, crushin
The Potential of Real Time Trade Finance. Our investment in Hokodo
By now, most of us have used or been offered a buy-now-pay-later (BNPL) option when we shop online. BNPL not only makes checkout experiences faster, but also drives consumers to spend more money.
Boxes, trucks and bikes
The traditional way to think about ecommerce penetration is to look at share of total retail sales, and then deduct things like car repair, gasoline and restaurants - to get to ‘addressable retail’.
Apple, Fedex and the cookie apocalypse
We’re now a couple of weeks into Apple’s latest iOS privacy move. If you want to track users between apps and the web, or from an ad through the app store to an install, then you need to ask permission, and Apple has deliberately framed the question such that almost no-one will say yes.
Can Apple change ads?
Once upon a time, Apple was the iPod company. iPods were a much bigger business than the Mac, and they also made Apple a dominant force in the music industry.
Does Amazon know what it sells?
Of Amazon’s top 50 best-sellers in “Children's Vaccination & Immunisation”, close to 20 are by anti-vaccine polemicists, and 5 are novels about fictional pandemics. This poses two questions
Resetting the App Store
Apple launched the App Store in 2008, and tightened up the payment rules in 2011, and we’ve been arguing about it ever since. In many ways the issues haven’t really changed - it’s just that the numbers got a lot bigger.
The challenge of cross-border arbitrage: How to scale exchange and commerce platforms across Europe
Exchange and commerce platforms – and the tooling that comes with them – are having a moment. Hundreds of new marketplaces are being launched each month, leveraging new technology to supercharge supply and demand across sectors and geographies.
A second ‘DeFi Summer’? The next phase of Decentralised Finance
Decentralised finance – or DeFi – is gathering pace. After the ‘DeFi Summer’ of 2020, we’ve seen further growth in adoption this year. But is DeFi really moving towards the mainstream – and if it is, what are the second-order effects?
Step changes in ecommerce
The recent lockdowns led to a forced adoption and forced experiment, and a lot of future growth was pulled forward into a couple of quarters. The UK had a much more rigorous lockdown than the USA, and it had a much larger increase in e-commerce adoption.
Is content moderation a dead end?
In the late 1990s, Microsoft was the evil empire, and a big part of ‘evil’ was that it was too closed - it made things too hard for developers. But then came the great malware explosion
Crossing the pond: Decoding US vs UK startup funding, with Kindred’s Maria Palma
Startups face many challenges on their growth journey – but breaking international markets is one of the biggest. The US and UK investment ecosystems might speak the same language, but they’re worlds apart: investor attitudes, founder profiles, culture and working styles all differ significantly.
Machine learning meets creative content
The merging of production tools and ML-driven creative tools will redefine creative processes. In the next 10 years we’ll be able to turbocharge templates to create whole new forms of rich media.
Amazon's private labels
Amazon is a big and very aggressive company, that’s radically changing how retailing works, and that attracts a lot of scrutiny and a lot of criticism. Some of this is entirely justified. However, there’s one strand of criticism that fascinates me because it attacks Amazon for something that’s been part of retail for 150 years - the private label business.
Picks and shovels for ecommerce
New tooling will emerge to power the next generation of online retail. The future is headless, social, and content-driven.
How to pitch your early-stage start up to investors with Mosaic Partner, Toby Coppel
Sooner or later, every founder has to talk about what they’re building to external people. The most dreaded group of all may just be investors. We sat down with Toby Coppel to unpack how early-stage founders should go about the investor pitch.
Crypto with Morgan Beller, #futureofmoney
#Cryptocurrencies are crossing the chasm. Meaningful adoption from companies like @PayPal, @ChristiesInc and @MorganStanley mean there’s now no going back.
Outgrowing software
When software eats the world, the questions that matter stop being software questions.