Below the Line
Breaking down business models and how technology is changing them. Occasional dad jokes.
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#173 – E-commerce Looks Like Itself Again (opens the original)
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Hi 👋 – E-commerce earnings had a little more spring in their step this quarter. Growth is broadening, companies are investing behind product improvements, and AI is beginning to show up in operating metrics rather than just earnings-call superlatives. In other words, earned growth. Earned growth may be less fun at parties, but it tends to age better.For more sharp breakdowns of e-commerce, tech, and business models, subscribe below👇Thanks for
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