It's hard for me not read this article and see a metric f-ton of hubris. If the depth of your thinking is that you are the Uber of X, the warby-parker of Y, yo

It's hard for me not read this article and see a metric f-ton of hubris. If the depth of your thinking is that you are the Uber of X, the warby-parker of Y, you are so screwed. If you've been around startups - the key is some kind of very early customer feedback loop; Customer Development from the lean startup process, the working backwards process from Amazon, etc. Adding VC money on top of this seems like fuel to a group of founders who haven't really considered that their model is not sustainable. And the VC's don't fundamentally care - they just need some small percentage to succeed. One key quote from the article is "that CAC is the new rent". That's a nice way to view D2C. And let me tell you the last time I was doing D2C our CAC was $500 and you had to spin a pretty good yarn to make the lifetime number add up.