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Stitch Fix: A Strategy Fit for the Occasion
Stitch Fix is in the pole position to disrupt retail e-commerce but must continue to push forward in bold new ways. In this piece, I identify and…
Jun 6, 2021
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Ian D'Silva
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Stitch Fix: A Strategy Fit for the Occasion
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February 2021
Why Hardware + Software Combinations Create Great Businesses
How hardware + software results in valuable & differentiated products, sticky customers, and attractive margins, building off of a post by Marco…
Feb 7, 2021
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Ian D'Silva
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Why Hardware + Software Combinations Create Great Businesses
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January 2021
Peloton Interactive Strategy - Part 2
A relook at my Peloton strategy recommendations after considering feedback of "Why are these the strategies that will be most effective in catalyzing…
Jan 3, 2021
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Ian D'Silva
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Peloton Interactive Strategy - Part 2
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October 2020
Peloton Interactive: An Ecosystem Strategy to Top The Leaderboard
Peloton's moat is deep, but not impenetrable. Three big bold bets could help keep Peloton atop the leaderboard for the long run.
Oct 24, 2020
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Ian D'Silva
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Peloton Interactive: An Ecosystem Strategy to Top The Leaderboard
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July 2020
Ian’s Fantasy VC Portfolio
Inspired by Turner Novak’s fantasy venture capital portfolios, I am putting together a fantasy VC portfolio.
Jul 29, 2020
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Ian’s Fantasy VC Portfolio
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June 2020
The Future of Storytelling Media: What is it, Who Will Deliver It, and The Implications
Media experiences have always been standardized and passive ones. The future of media is making the experience personalized and active.
Jun 29, 2020
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The Future of Storytelling Media: What is it, Who Will Deliver It, and The Implications
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December 2019
The Shared Economy: Creating Value by Making Assets More Productive
This past year, we’ve seen many startups score enormous valuations. Airbnb was valued at $35B, Rent the Runway reached a $1B valuation with a $125M…
Dec 29, 2019
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Ian D'Silva
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The Shared Economy: Creating Value by Making Assets More Productive
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