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eCommerce: A VC Story [guest post]

VC Cafe

While some VCs that I met seemed to be rightfully bullish about everything that had to do with eCommerce, some seemed to be missing the point. To put it bluntly, on more than one occasion I encountered a VC saying that the eCommerce model doesn’t have a “VC feel” to it. The ripples of eCommerce are tangible. Here’s why ….

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Does the enterprise matter?

deal architect

I love Mary Meeker’s annual Internet Trends report. This year though it struck me that over 95% of her 355 slides focused on consumer world – digital advertising, ecommerce, ride-sharing, gaming. The “vertical” growth in. wearables and digital healthcare etc.

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The future of mobile ecommerce

The Equity Kicker

We’ve been doing a good deal of thinking about the future of ecommerce as the world goes mobile. That creates space for startups to build discovery experiences focused on specific verticals. Good examples include Houzz in interior design, Thread.com and Stylect in fashion, and Top10 in travel.

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Amazon acquires robotics group Kiva for $775m – trend to vertical integration continues apace

The Equity Kicker

These squat orange robots automate part of the shelf picking process for ecommerce companies. This is interesting because it is another move by a major internet company to vertically integrate its value chain. Yesterday Amazon announced the $775m acquisition of robotics group Kiva Systems.

Vertical 100
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Home Is Where the Innovation Is

View from Seed

While internet disruption has transformed most facets of everyday living, one of the last to really be redesigned has been the home. It’s interesting to note that Home Depot is a $180B retailer that has not seen significant threat from internet disruption. But it’s coming. Source: Google Finance).

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Why We’re Market-First, Not Technology-First, Investors

View from Seed

Often, these startups tend to fall in areas like home , food , apparel , transportation — but fitting squarely within a specific vertical isn’t a requirement. . NextView is not an AR/VR, blockchain, AI — or even ecommerce — fund. Where can the blockchain enable new financial structures and contracts?”

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The 4 Phases For Developing A Customer Retention Strategy

ConversionXL

Popular eCommerce site Threadless has had a “feature request” thread on their customer forum since 2005. For industries with thin profit margins, offering an incentive like 2% off isn’t very enticing, and in many verticals, and in some cases might require a significant lift in sales in order to break even. image source.

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