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“Metaverse is Just the Internet Now” (Live from ShopTalk 2022)

Future Commerce

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Is the Promise of Some Future Utility Falling Apart in the Directo Consumer Space?

The idea of, you know, the promise of some future utility is something that's falling apart in the directo consumer space right now. After ten years, a lot of people have lost faith that you can value a company on future free cash flow. And these companies still some ow, i just cannot convince public shareholders that they're worth while without massive brick and mortar expansion. It sounded more legit than the session by pack son in the meda verse.

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