The seductive lies of network effects - Part 1
This made me think about Greylocks new moats narrative ...
A key question I have though is about inventory: when does inventory get unbundled?
How fare can Logistics player go without owning inventory or (at least) *owning* suppliers
ONDC seems to be a good step in the direction o both making demand-side data publicly avaible and unbudling inventory what do you think?
This made me think about Greylocks new moats narrative ...
A key question I have though is about inventory: when does inventory get unbundled?
How fare can Logistics player go without owning inventory or (at least) *owning* suppliers
ONDC seems to be a good step in the direction o both making demand-side data publicly avaible and unbudling inventory what do you think?