The fate of Harry’s and other DTC companies, particularly relative to companies like Credit Karma, highlight how the Internet elevates the importance of demand over supply.

Stratechery by Ben Thompson

5 years ago

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The fate of Harry’s and other DTC companies, particularly relative to companies like Credit Karma, highlight how the Internet elevates the importance of demand over supply.

stratechery.com

Email Addresses and Razor Blades

Stratechery by Ben Thompson

A group of likeminded people in Stratechery are talking about this.