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In this episode, we dive into why Direct-to-Consumer (D2C) strategies often fail at scale, with examples from major brands like Nike and insights on the importance of omni-channel approaches. We also discuss recent developments in Indonesia's consumer market and the challenges of balancing online and offline business models. Bonus discussion at the end on US election updates.

TIMESTAMPS:

00:00 why D2C FAILS at scale & learnings from Indonesia | E:43

00:29 D2C Failures At Scale - Importance of Omni-Channel

08:14 Dave's D2C Experience with Althea

09:36 Wastage in E-commerce Marketing

18:00 Are You A Brand Play or Optimization Play?

21:32 Does E-commerce At Scale Lead you Back to Offline (F&B - CPG innovation?)

25:05 Jianggan's Biggest Take Away From His Indonesia Update

30:42 High Speed Rail in Indonesia

34:56 Dave's Updates From US (US Politics)

41:58 Jianggan On US Immigration Issues

50:37 Dave's Update On His US Industrial Real Estate Fund