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Drinking from the Firehose

Alex Taussig, Lightspeed

A weekly(-ish) newsletter on commerce, media, science, tech, investing, & internet culture by Alex Taussig. I am a partner at Lightspeed in Silicon Valley.

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Substack
PricingOnly free issuesPublishesWeekly
Issues71Founded7 years agoLast Issue5 years ago
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Latest Issues

Firehose #195: 🍲 The kitchen is open. 🍲

Me and Ken Chong, CEO/co-founder of All Day Kitchens, at the company’s Noe Valley/Mission location in SF.

Remember me?

A few months have passed since my last newsletter. Every now and then, I get into a pattern at work that so consumes...

5 years ago
9
2

Firehose #194: ⚖️ Operating leverage. ⚖️

One Big Thought

I’ve been spending time lately thinking about how operating leverage functions differently in product- vs. services-oriented marketplaces.

Operating leverage measures the degree to which a company can increase its profit...

5 years ago
15
2

Calling in sick. Sorry!

The last year or so have spared me from all manner of the normal colds/flus that afflict a household with two preschool age children. However, this past week our entire household got our first cold since COVID started. The kids are fine now...

5 years ago
7
2

Firehose #193: 🦸‍♂️ Mega Marketplaces 🦸‍♂️

One Big Thought

Marketplace IPOs are commonplace today, but just 5 years ago they were a rare commodity. To quote myself in Firehose #187:

Of the publicly traded, independent US marketplaces that exist today, only 6 were public compan...

5 years ago
5
1

Firehose #192: 🍽 Campo a la mesa. 🍽

One Big Thought

Latin America (LATAM) is the fastest growing e-commerce market in the world. It has 640M residents with $5.8T of GDP (6–7% growth). GDP per capita is $9K, or roughly the same as China. The region has near ubiquitous mobil...

5 years ago
5

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  • Alex Taussig, Lightspeed

    Partner @ Lightspeed. Co-lead Consumer and LATAM practices.

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