📰 PRASÓWKA #23

Cześć!

W dzisiejszej prasówce znajdziesz:

📚️ Coroczną prezentację od Benedicta Evans’a

🧠 Rady dot. growth w SaaSach

🧠 Wybrane trendy na nadchodzące miesiące: Temu, TikTok Shop, Online Dating

🎧️ Odcinek podcastu nt. porażek

🎧️ Odcinek podcastu nt. rozwoju AI i zbieraniu danych przez Facebooka

(❗️) Ważne ogłoszenie: przed nami kilka dni świąt. To będzie dobry czas na złapanie oddechu, dlatego kolejne wydanie newslettera trafi do Ciebie w przyszły czwartek 😀 

📚️ Benedict Evans wydał coroczną prezentację o trendach, która tym razem otrzymała tytuł “AI, and everything else”. Dodaję kilka slajdów, które zwróciły moją uwagę:

O tym rozwiązaniu AI na Amazonie pisałam w jednej z prasówek → totalnie zmienia ono jakość dotychczasowych zdjęć 😀 

Ależ to jest trafne 😍 

Niesamowite jest to, że aż 50% znajomości rozpoczyna się online (❗️)

Shein już globalnie przekroczył przychody Zary i H&M → totalnie mnie to nie dziwi, ponieważ oferują tak dużo różnych produktów i w tak niskich cenach, które wpasowują się w dużej mierze w oczekiwania młodej grupy.

I jeszcze bardzo ciekawy trend rosnącego chińskiego e-commerce:

Koniecznie chcę przejrzeć całą prezentację »

🧠 Kyle Poyar podsumował najciekawsze rady w temacie ‘growth’ w SaaSach:

Więcej »

🧠 Kolejne podsumowanie - tym razem od Rex Woodbury i ten materiał absolutnie polecam przejrzeć w całości, ponieważ znajdziesz w nim kilka perełek. Ja wybrałam dla Ciebie trzy:

Temu Ignites Discount Commerce Rivalry

On Tuesday, Apple released its most-downloaded apps of 2023. Temu, the Chinese-owned discount shopping app, topped the list. (The rest of the top five: CapCut, Max, Threads, and TikTok.) Temu is also showing strong engagement times: average daily active users are spending 18 minutes on the app every day, about twice the 10 minutes daily actives spend on Amazon.

Temu’s dominance started late last year. In December 2022, just four months after launching, Temu had more unique visitors than SHEIN and Wish. eMarketer reported that during the holiday shopping season last year, Temu ranked 12th in traffic among U.S. retailers, wedged between CVS (#11) and Walgreens (#12). Temu came in ahead of major retail sites like Nordstrom, Wayfair, and Kohl’s.

Temu is known for selling $4 headphones and $15 hoodies. It’s hard to profit on shipping a bunch of cheap items. But early data has been (surprisingly—to me at least) promising: spend retention on early Temu cohorts shows that shoppers spend ~50% of initial month GMV in their second and third months. For SHEIN, that figure is closer to 20%.

TikTok Shop Powers the Rise of Social Commerce

As Temu has exploded in the U.S., another Chinese-powered e-commerce upstart has had a similarly strong year. TikTok Shop is on track to do ~$15B in GMV this year, a ~250% increase year-over-over: in 2021, TikTok Shop raked in $4.4B, and in 2020, TikTok Shop did $600M.

With TikTok, social commerce seems to finally be taking off in the West—years after it began dominating in Asia. TikTok is clearly going all-in on commerce.

Dating Disruption: A New App Will Take Off

More than 90% of Gen Zs report feeling frustrated with dating apps, according to a study by Savanta. An October headline in The Guardian reads: “‘It’s quite soul-destroying’: how we fell out of love with dating apps.”

The “swipe” concept that Tinder pioneered hasn’t been innovated in a decade. Dating remains lonely and single-player. That will change. One of my investments this fall is an AI-powered dating app led by a savvy Gen Z team that understands why Tinder has lost the plot. A new enabling technology (LLMs) should hasten along dating disruption, and I expect 2024 will bring the first breakout AI-powered dating app—a dating app that learns about you and refines its matches accordingly.

Chcę przeczytać wszystkie 12 trendów »

🎧️ W wolnej chwili polecam Ci odcinek Lenny’ego o tytule “Failure”, który jest kompilacją wypowiedzi jego gości. Tak - warto uczyć się na błędach innych i tym samym zaoszczędzić ich sobie 😉 Dodaję wybrane fragmenty:

• Sri Batchu z Ramp

Account-based marketing is something that is very common in enterprise software where you've selected certain customers that you think are high priority and you're saying, "I want to touch them in as many nuanced ways possible to see if that drives conversion." And this is something I've seen tried many times where people do it, but they kind of do it halfway where they're like, okay, tried these three things. Conversion of the control group wasn't higher, and so we think it is not going to work. And then a new go-to-market executive comes and they have to do it again. They have to do it again. They have to do it again. It's like a very common one wherever this happens. And so when we did it at Ramp, we did exactly what I just described, which is like, let's really be thoughtful about the experiment design, both in terms of maximizing the number of people as well as maximizing the number of ways and types of ways that we're effectively touching these target customers to show the value one way or the other.

• Gina Gotthilf z Latitude

when I talk about my A side, it's very impressive. I did things like, we'll talk about, I met President Obama, I worked on the Mike Bloomberg presidential campaign. I helped Duolingo scale from three to 200 million users. I worked with Tumblr, helping them scale Latin America, Andreesen Horowitz invested in my company, etc. But between all of those highlights, there were so many B moments that get shoved under the rug because it's just easier for me and it's more impressive for others. But I really like to highlight those because I think that most of us have a lot of B moments every day, every week, every month, and every period of our lives. And it's easy to think that things aren't just not going to work out for us because we're in one of those B moments if we don't recognize them as moments (…)

I applied to a hundred companies. I didn't hear back from most of them. I finally got an internship at kind a tier B/C digital marketing agency in New York City because I wanted to live in New York so badly. And they forgot to apply for my visa on time. So I lost my visa and had to go back to Brazil, and then I ended up leaving that organization to go work for another one. And I won't even go into the details of the shadiness of that company that I worked for, but then they ended up laying me off. So I lost my visa again, had to go back home, found another opportunity, got fired that time. So there was just a lot of rockiness in my start that I don't think you would imagine when you see someone up on stage leading a conference for 5,000 people. That I think is important.

Chcę posłuchać tego odcinka »

🎧️ I jeszcze jedna rzecz do posłuchania, którą absolutnie polecam → rozmowę Przemka Górczyka z prof. Michałem Kosińskim, który wykłada na Stanfordzie. Panowie poruszają takie kwestie jak uczy się model oparty o AI, co potrafi, jakie dane można wykorzystywać, jaką wiedzę ma o nas m.in. Facebook.

Chcę posłuchać tego odcinka » 

Dodatkowo zostawiam także link do prezentacji z TED Talks “End of privacy”