JS

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Ebay Held at Bay
JS
Posted on March 2, 2019 at 5:50 pm
The eCommerce space is a key digital transformation in the last decade, and has quickly become crowded with new niche or vertically integrated players emerging. In the growth of this sector, I identify Ebay as a loser primarily due to [...]
Plaid
JS
Posted on February 21, 2019 at 11:00 am
Plaid's two-sided transaction platform

Activity Feed

On March 2, 2019, JS commented on The Battle to Book and Host Travelers Continues to be Changed by Digital Innovation :

Awesome post! I remember in RC year we talked about Marriott’s push to offer Airbnb-like services. Do you envision a future for these asset-heavy hotels in which they can adopt the kinds of digital strategies that the new tech companies like Airbnb employ?

On March 2, 2019, JS commented on Zillow’s Big Bet: digitizing the home buying and selling process :

Thanks for this! Curious as to what you see as the timing on when Zillow decides to become a replacement rather than a complement for existing services. What needs to happen in order for that shift to occur, and can Zillow make it happen or is there some other macro factor at work?

On March 2, 2019, JS commented on The Best Camera is the One That’s With You :

Super interesting, and definitely matches my experience of never using my DSLR 🙂 Curious as to what kind of future you see for the traditional camera companies like Kodak: what kind of strategy could they employ to keep pace with digital innovations?

On February 21, 2019, Jillian Schwiep commented on Collaboration not Competition: Shopify’s eCommerce Platform :

Super interesting! Do you think there are strong barriers to entry in this space? I’m thinking about the emergence of publishing platforms like WordPress and how many competitors emerged. Is there something in this space that would prevent a similar dynamic?

On February 21, 2019, Jillian Schwiep commented on Less is more: Digital Innovation for Financial Inclusivity :

Cool piece! Curious as to whether you see barriers to entry in this space, which would make it more attractive for startups but perhaps less worth the investment for encumbents. Either way, love the human-centric focus!

On February 21, 2019, Jillian Schwiep commented on Can short form video sustain a new platform? Quibi believes it can. :

Really interesting! Curious whether you see Quibi as a two sided platform or just a platform for content with strong barriers to entry. Also, does the value of the differentiation on quality outweigh the network effects of a platform like YouTube?