Yun Yu

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On December 5, 2015, YY commented on HBS – Harvard = Business School :

Only you could have thought to write about HBS, David! You’ve clearly mastered all of the TOM concepts and this is certainly an interesting way to apply them. I especially liked your comparison of us (the students) to self-selecting raw materials, however the admissions committee also plays a big part in that. I’d never reflected on HBS from the perspective you laid out in your post but agree that HBS is a uniquely self-sustaining organization which derives benefits to all parties involved.

On December 5, 2015, YY commented on Warby Parker – making eyewear accessible :

Fantastic post Theresa. I’d heard about Warby Parker but hadn’t really looked into them in much detail. Sounds like a strong and sustainable business model, particularly given Luxottica’s monopoly position and enormous margins. Their philanthropic mission is also a great foundation to build on given how closely it is aligned with their underlying business. In my view the clear attraction is the price though, $95 a pair is significantly cheaper than designer frames. I think there is an important psychological component of pricing everything evenly at $95 a pair as well.

Given how hard it is to judge whether a pair of glasses will suit someone until they try them on, I would have thought that this would be a big barrier to success for their business model. However it sounds like they’ve been able to overcome this with their “try 5 pairs at home for free” offer and their brick & mortar stores. I do wonder how much opening brick & mortar stores cut into their margins though.

Thanks again for the great post. I know where I’ll be getting my next pair of glasses from!


On December 5, 2015, YY commented on Roku – Remonetizing your TV screen :

Great post Yuval. It was really interesting hearing about the positive aspects of Roku. I’ve tried Roku in the past and didn’t have a great experience and ended up switching to Apple TV. I didn’t realise that Roku had a community and allowed user generated content, that’s certainly a key area of differentiation. It also surprises me that Roku had the largest market share.

Given how competitive the environment is though, I wonder if allowing ads will drive people towards Apple TV and Chromecast? I would have thought many customers are using these devices just to access their paid subscriptions (Netflix etc.).