Talia Goldberg
@talia
Consumer internet: 1st place gets a Cadillac, 2nd place steak knives, 3rd place is fired. The market cap of public consumer companies is 2x B2B. But there's a massive power law. The top 5 consumer companies are 88% of its value vs. 31% for B2B. Without the top 5, B2B is 3x consumer.
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Talia Goldberg
@talia
https://talia.gold/2023/02/22/consumer-internet-get-rich-or-die-tryin/
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Cameron Armstrong
@cameron
Do you think this has to be this way?
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