Hmm. Can't decide if 'v-commerce' (soon to be in namespace collision with VR) is more than just a brand positioning medium.com/@dunn/digitall
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Smells like self-justifying/self-promoting narrative construction vs. dispassionate strategic analysis, but that’s 99.9% of o/l content
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. The theory I think is that if retail backend becomes a service (rBaas?), there's potential for leveraged front-end
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. I think drop-ship+on-demand+subscription recurring revenue can shave 10% off costs => 10x margin in these slim margin old sectors
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Seems like the real margin wins are in (hard) supply chain work - v. integration to shave layers of vendor margin (eg Warby / Everlane)
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