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thanks, Dave!
I've got a sequence of some "2023 looking forward" videos from some seed stage investor friends I'm producing right now
what topics are you most excited about these days?
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love this idea!
in no particular order:
1. unbundling G&A functions into delightful, collaborative software
2. more IAC-like models and roll-ups into “hold co’s” for SaaS
3. some form of Groupon 2.0
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I think I get 1/2. What do you think might be the characteristics of 3/ G 2.0?
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My hunch is very niche v. broad and probably more biz oriented compared to consumers - think group negotiated rates on contracts, vendors, etc. (existing behavior v. “daily deal” surprise)
I think it’s powerful to start at the SMB level and work way up. Faire is good example.
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oic... btw... for very "niche focused groupons"... have you seen
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Yup! Used to be called Massdrop and one of the original “vertical” group buying communities from that initial Groupon wave.
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