Dear Peloton: One Thing I Would Do

Right now, this data lives on each rider’s bike and on your servers, but, like the stationary bike, it never leaves home. That could drastically change if you created a personalized, data-driven apparel program where riders could order products that…


Building Bulletproof Brands — Part III: How networks and tokens could reshape the economics of physical goods brands

Part I of this series looked at the changing landscape of brand longevity and how the traditional formulas that used to make brands defensible are now obsolete. Part II proposed a new formula that harnesses networks as the only defensible moat…


Building Bulletproof Brands — Part II: Networks are the strongest moats for consumer goods brands

Part I explored how the internet fundamentally changed the playbook for building durable physical goods brands. Before the internet, mastering product, brand, distribution—signified as (product + brand + distribution)—was enough to make a brand…