Industry Thesis · 1 min read
Why every $3M business is suddenly competing with a $300M one.
The cost of building a category-leading marketing operation has collapsed by an order of magnitude in three years. The companies that still treat marketing as a hiring problem are about to find out they are competing with operators who treat it as an infrastructure problem.
The math, the architecture, the playbook
Here is how the infrastructure layer rewrote the economics of marketing for businesses growing past their first ceiling.