Why the stay spiky or broaden paradox of D2C is a math problem
Reading Time: 5 minutesToo narrow and you don’t grow. Too broad, and you become undifferentiated. The way out is to ‘see’ the underlying invisible math and expand into the adjacent possible,
The model that explains why the Great Indian FMCG industry™ feels ‘stuck’
Reading Time: 6 minutesCarlotta Perez’s technological revolutions thesis that the industry is mid-cycle with playbooks that are still WIP. The only way to get ‘unstuck’ is to grow their own playbook from the ground up