This was an excellent listen on SaaS in Ecomm

My own view is actually in line with Taylor Holiday

The free market dictates the outcome - not any theory in either direction and people buy for *many* reasons

I also think Taylor has incredible insight into SaaS business models

You're rarely going to see immediate results when making fundamental changes to your customer journey.

From content to post-click, customer journey optimization is a nuanced project that takes time to grow its legs.

Truth about DTC geography

SF needs serious work

The consumer internet is changing in 2 fundamental ways:

One is AI.
The other is tracking.

Yet, many VCs are very focused on the future of AI and view tracking as an esoteric concept.

I suspect that in 10 years, they may regret this.

Being contrarian and right matters —

Why Meta needs that conversion signal:

And you thought transactions were more important than impressions

This has directly impacted my family - it’s total BS

SaaS founders looking for brands to tweet something that confirms their views

They must not have anyone from SF on staff at Lockheed

Obviously you can’t build thing that block views from the windows …