great article mark

i would agree in most regards. i think even curation will become weaker and weaker, especially for “subscription box” type businesses

would love to hear your thoughts on a similar but more in-depth analysis on ecommerce business models:

The Broken Business of Ecommerce and Why Your Startup Won’t Be The Next Casper

i think delivery and subscription companies are mostly dead while virtual or experience commerce, some marketplaces and some (but not majority) of direct of consumer businesses