Released June 21st, 2022
Lydia Jett - Investing in E-commerce
Lydia Jett is the Managing Partner of SoftBank Investment Advisors. We cover her evolution as an investor working alongside Masayoshi Son, the most valuable lessons for e-commerce founders, and upside down approaches to e-commerce.
Professional Investors
Venture Capital
Private Equity
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Ram Parameswaran - Alibaba: A Giant Among Giants
Ram is the founder and managing partner of Octahedron Capital. We cover the staggering scale of Alibaba's business, how Alibaba went from copycat to innovator and the looming threat to Alibaba from the next generation of Chinese juggernauts
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Katrina Lake - The Next Wave of E-commerce
Katrina is the co-founder and CEO of Stitch Fix. We cover the next wave of e-commerce, how stakeholder focus is a shareholder focus, and the future of Stitch Fix and personalized shopping.
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Ram Parameswaran - Internet Scale Businesses
Ram Parameswaran is the founder of Octahedron Capital and previously a partner at Altimeter Capital. We cover the potential for internet scale business, explore the common characteristics of these businesses, and the most important qualities for 8 business models.
Colossus
Tobi Lutke - Embrace the Unexpected
Tobi Lütke is the co-founder and CEO of Shopify. We cover Shopify’s evolution into the world of atoms-based building through Shopify’s fulfillment network, the value of infrastructure writ large, and the impact of market volatility on day-to-day business building.
Video
The Rise of the Mega Fund - Softbank's Vision Fund
Interview with Lydia and Colin Fan covering the fund's 30 year vision, and its growth towards managing a $100 billion pool of capital.
Article
Vertical Marketplaces: The Defining E-Commerce Trend
An article describing the competitive advantages of creating a vertically integrated e-commerce business.
Article
Don't Scale an Unprofitable Business: Why Unit Economics (Still) Matter
An overview of unit economics, common mistakes evaluating a company's metrics, and why scaling an unprofitable business doesn't make sense.
Article
Look out, Amazon. Asia-based companies such as Coupang are leading the next e-commerce revolution
Lydia's post on four prominent e-commerce trends in Asia that she predicts will take hold in the U.S. and around the world.
Book
Aiming High: Masayoshi Son, SoftBank, and Disrupting Silicon Valley
A biography on the SoftBank's founder, chairman and CEO. This book details the rise of Masa and SoftBank's ideas on the future of tech.