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Very interesting, this is the first time I hear about this company. Sounds incredible that they are using AI to identify fake shoes, I would love to hear more about that technology, specially because some knock offs are extremely high quality. For me it is hard to think of this company as a stand alone, but it could be a good acquisition for a large player with retail presence.

Very interesting read Megan. Sounds like Drizly faces a lot of challenges. On one hand competition from companies like Instacart that offer a one-stop solution (liquor, groceries, etc.) and the potential entrance of larger players like Amazon. On the other hand, it seems that they will face issues scaling the business, the revenue model is caped by the flat-fee. I wonder how this will impact their ability to raise future funding rounds. I am Drizzly user so I hope they make it. Thank you for a great article.

Great read Andrea. I agree with your analysis about the platform. Given the amount of data and users they have, I wonder if there are opportunities to expand their businessmen to a seller to seller model. By doing this they could potentially offer other products like car insurance, car guarantees or similar. There are some companies in LatAm like KAVAK that have a financial business on top of their auto marketplace. They assess and buy cars from sellers instantly at a discount and then resell them at market value on the platform. Do you think something like that could work? Anyway, it was a very nice article, buena joe wn.

On February 11, 2020, RLT commented on Mercado Libre: a winner in Latin America :

Interesting piece Andrea. Mercado Libre’s story is very exciting. Online retail in LatAm is very different from the US. Challenges like poor internet infrastructure, inadequate distribution and low credit penetration make it a tough market. However, Mercado Libre has been able to successfully navigate through these challenges. For example, they were able to transition from desktop to mobile, helping consumers circumvent unrelieved broadband service. The question you raise about competition is a valid one, lets see if their local knowledge gives them an edge over players like Amazon.

On February 11, 2020, RLT commented on DJI: Winning in consumer drones :

Great piece. It will be interesting to see how DJI’s product offering and focus evolves over time. My guess is that there will be downward pressure on prices of recreational drone as the technology becomes commoditized and with the entrance of new competitors. However, the use of drones for industrial/business applications keeps increasing. Sectors like agriculture, oil & gas, movies, etc. are now heavily dependent on drones. I wonder if DJI will double down on the development of more sophisticated drones for these types of applications.