Regular readers will know that I’m interested in robots. I think they will transform many elements of business and society over the next twenty years so I was very interested to read about Jeff Bezos announcement that Amazon has been experimenting with drone delivery and hopes to put the service live as early [...]
Advanced robotics offers what is perhaps the most exciting near term investment opportunity that I learnt about at Singularity University last week. Let me illustrate with an example. It is now possible to measure someone for a very high quality custom bike frame, and then have robots cut the steel tubes and then weld [...]
Kissmetrics have just issued a Mega Guide to eCommerce with the following chart.
As a UK based investor we are keen on areas where we have an advantage over other startup ecosystems, and this chart shows that we punch way above our weight in ecommerce. On a per capita basis the 2013 projections work [...]
I’ve long been a fan of contrarian investment strategies. Having the same strategy as everyone else makes it hard to differentiate and generate outsize returns. I’m also a fan of focused investment strategies – they allow you to build expertise resulting in better investment decisions and better deal flows as entrepreneurs seek out your [...]
Jeff Richards of US VC fund GSV Capital has a good post up today: Content, Community and Commerce: Why Verticals Win. His investment thesis is that vertical platforms combining content, community and commerce will make great investments over the next period, and he cites existing portfolio companies including Houzz as good examples.
The strategy of [...]
I thought this list of simple ways of identifying suspect transactions was interesting (from SiftScience):
Fraudsters have stacks on stacks of cards. If the customer has multiple credit cards on file from different banks, their order is 7x more likely fraudulent. fraudsters dislike capital letters. if a customer wrote their billing name in all [...]
There’s a good post on Business of Fashion this morning which identifies four ecommerce models that are working in fashion:
Social curation (which they helpfully define as ‘product discovery and connecting people to inspiration’) Collaborative consumption Vertically integrated ecommerce Online market places
These models work in all areas of ecommerce and not just fashion, [...]
I just read the following good list of e-commerce trends for 2013-14 on Quora:
Commodotisation of online stores. Even lower barriers of entry for anyone looking to build an online store (or sell something) led by solutions like Shopify,WooCommerce, Gumroad and Tictail. Consolidation of niche online stores that focus on long-tail products by larger marketplaces e.g. Fab.com & Referly. Possibly leading [...]
Jason Goldberg, Founder and CEO at Fab wrote an interesting post earlier this week titled The 3rd wave of e-commerce disruption: emotional commerce. For the historians amongst you Jason has commodity commerce as the first wave, which was all about bringing value and convenience to the consumer a la Amazon, and digital commerce as [...]
The big news in the UK business sector this week is that the high street music, voodoo and game retailer HMV has gone into receivership. This won’t be a surprise to many people. Back in 2007 I noted that HMV was the most shorted stock on the London stock exchange and many similar businesses [...]