Consumer goods scale through advertising and advertising is a monopolistic business where the monopolists’ growth is increasingly due to price discrimination. You want to be the complement to a commodity not the commodity that’s AdWords’/FB’s complement.https://twitter.com/micahjay1/status/1130527868503465984 …
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e.g. UPS and FedEx don't lie to you. Jim's shipping does. So why isn't it consolidated? Would consolidation raise prices, and thus customers implicitly prefer small-and-flaky? Do very low capital costs mean that indies are always springing up? What?
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I think both of those are the main drivers, both feeding each other. And small-and-flaky sometimes becomes medium and reliable. Plus the big boys can use them and avoid capital expansion (either seasonally or if they foresee recession or plain old balance sheet magic)
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There's a dude that used to do car shipping that has tons of great stories of shennanigans all on YouTube
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VINwiki, yes? I think I might have turned you on to him!
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