PinnedDavid PinskyAmazon, CPG, DTC: what’s happened in consumer over the last decadeAsk a millenial what their daily routine looks like and I bet it involves some combination of a Casper mattress, Harry’s razor, Quip…7 min read·May 15, 2022----
David PinskySoftware — the “OG” as-a-Service modelIf there are two phrases I come across most in my day job as an investor it’s “tech-enabled [blah]” and “[blah]-as-a-Service”…6 min read·Jun 24, 2022----
David PinskyCan anaerobic digestion help solve the growing issue of food waste?Why is food waste such an issue?5 min read·May 12, 2022--1--1
David PinskyRestaurant tech: Online ordering and loyalty programs help drive customer lifetime valueBesides wiping down groceries, one of the most profound changes to society coming out of the COVID-19 pandemic was the acceleration of…4 min read·May 12, 2022----
David PinskyIs traditional automotive retail dead?Ah, car buying. A dreaded experience for most consumers. The surprise fees, the back and forth haggling, the sales rep stepping away to…5 min read·May 11, 2022----
David PinskyPandemic puppies driving the veterinarian services industryOne afternoon during senior year of college my roommate came home from the vet, his dog wearing a plastic cone and his wallet $700 lighter…5 min read·May 7, 2022----
David PinskyMaking sense of tech-enabled servicesEvery business I read about these days is a “tech-enabled strategic partner that leverages machine learning and AI to deliver better…4 min read·Apr 17, 2022----
David PinskyGroceries Go Online: Concentrated Products Accelerating the ShiftThe US grocery industry is a $800+ bn industry. It’s one of the least developed sectors in e-commerce, with penetration at just ~5%…3 min read·May 25, 2020----
David PinskyPet Supplement Industry ThesisThe pet supplement industry (products for common ailments such as digestive, immunity and joint health) is well-positioned to grow from a…4 min read·May 22, 2020----
David PinskyAn Overview of the Food M&A LandscapeThink back to the last time you visited the grocery store. Did you pick up a pack of Budweiser, a tub of Yoplait, a gallon of dairy milk…3 min read·May 11, 2020----