The hottest E-commerce Substack posts right now

And their main takeaways
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Top Technology Topics

The mainstream media is no longer mainstream

Simon Owens's Media Newsletter • 474 implied HN points • 18 Jun 25
💼 Business Media Streaming Influencers E-commerce Subscriptions
  1. Social media has become the main source of news for many Americans, replacing traditional TV. This means independent media now plays a bigger role in shaping public interest and discussions.
  2. Streaming services have officially surpassed traditional TV in viewership. This shift makes it easier for these platforms to become profitable as they continue to attract more and more viewers.
  3. Whatnot, a live shopping app, is gaining popularity and showing that video shopping can work in the U.S. It's interesting to see how social media influencers can generate sales in real-time, something that's been popular in Asia for a while.

Top Links 771 How Amazon dominates the US clothing market. Driverless Chinese trucks and where lightning strikes.

Chartbook • 414 implied HN points • 16 Jun 25
💼 Business Retail E-commerce Market Trends Trade Technology
  1. Amazon is a huge player in the clothing market, selling more than double what any other store sells in the US. This means many people are buying their clothes from Amazon.
  2. The rise of driverless trucks in China shows how technology is changing transportation. This could really impact how goods are delivered around the world.
  3. A lot can be learned from where lightning strikes, as it can reveal patterns in weather or other environmental factors. Understanding this could be important for safety and planning.

How Onlyfans Took Over The World

Knowingless • 7901 implied HN points • 26 Jan 25
💼 Business Online Platforms E-commerce Marketing Consumer behavior Sex work
  1. OnlyFans changed the way adult entertainment works by creating a sense of individual connection between creators and fans. This makes users feel like they're having a personal experience, even when there are a lot of other guys involved.
  2. The platform allows creators to reach a wider audience without much advertising support. Instead, users have to market themselves, which leads to a huge increase in the number of ads for OnlyFans across the internet.
  3. Agencies have become a big part of OnlyFans, managing content and interactions for creators. They help maximize profits by taking care of marketing and customer interactions, letting creators focus on content.

Fred Smith Built a Great American Company. What Made Him Tick?

Common Sense with Bari Weiss • 524 implied HN points • 24 Jun 25
💼 Business Entrepreneurship Logistics E-commerce Management Marketing
  1. Fred Smith came up with the idea for FedEx while at Yale, despite not doing well in school. He didn't let that grade stop him from building a huge company.
  2. FedEx changed how people expect deliveries with its promise of overnight shipping. Smith had to navigate many rules to make this vision a reality.
  3. As the internet grew, Smith adapted by expanding into ground shipping, helping FedEx stay strong against competitors like UPS and Amazon.
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The Jeff Bezos Playbook

The Generalist • 1080 implied HN points • 13 Feb 25
💼 Business E-commerce Management Strategy Entrepreneurship Leadership
  1. Be customer-obsessed, going above and beyond to meet their needs can lead to long-term benefits, even if it means sacrificing short-term profits.
  2. Always be willing to innovate and don't fear failure; it’s a crucial part of success in business.
  3. Sometimes, it's smart to work with your competitors for mutual benefit, as this can set you up for future advantages against them.

The Secret Behind Nubank and Mercado Libre’s Rise to Market Dominance

The Wolf of Harcourt Street • 539 implied HN points • 17 Oct 24
💼 Business Fintech E-commerce Emerging Markets Digital economy Innovation
  1. Nubank and Mercado Libre are successful because they used technological leapfrogging. This means they skipped older technology and went straight to using modern solutions, like mobile banking and digital payments.
  2. They took advantage of large numbers of people who had never used banking services before. By being mobile-friendly, they turned non-users into active customers quickly.
  3. Having low switching costs made it easy for users to adopt these new technologies. Since there were not many old systems to replace, people could easily try out and stick with these services.

How to Use Banned US Models in China

ChinaTalk • 474 implied HN points • 05 Jun 25
🕹 Technology AI E-commerce Censorship Consumer behavior International relations
  1. In China, U.S. AI models like ChatGPT are mostly banned, but people can still buy access to them online through platforms like Taobao. This shows how censorship can be bypassed and how demand for these tools remains strong.
  2. Sellers on Taobao use various tactics to market and price access to U.S. models, including cheaper options and clever advertising strategies to avoid censorship. They exploit loopholes that let them offer these services at lower prices than official sources.
  3. The grey market for these AI models continues to thrive despite government restrictions. This suggests that the state is more focused on controlling specific models like ChatGPT rather than suppressing all U.S. AI technology, indicating a complex relationship with censorship.

($) Oracle Cloud: the Largest "Chinese Cloud" in America?

Interconnected • 123 implied HN points • 16 Jun 25
💼 Business Cloud Computing E-commerce Corporate strategy Investment Trends Technology Adoption
  1. Larry Ellison, the founder of Oracle, recently became one of the richest people in the world after Oracle's stock price surged due to strong earnings. This happened because of a positive outlook for Oracle's cloud computing growth, fueled by increased demand for AI infrastructure.
  2. Oracle is securing a lot of contracts from companies with ties to China, like Temu and TikTok, even as other American businesses shy away from China. This strategy is helping Oracle grow in a challenging market.
  3. The recent growth in Oracle's sales isn't just from AI; they are getting significant deals from various clients moving to their cloud services, which reflects a strong demand for their technology.

Market Movers - 5 October 2024

The Wolf of Harcourt Street • 579 implied HN points • 05 Oct 24
💼 Business Stocks Finance E-commerce Market Trends Investing
  1. InPost launched a rewards program called InCoins, which allows users to earn coins for using their services. This strategy aims to make delivery more fun and encourage more people to use InPost.
  2. Sea Limited opened a new fulfilment center in Brazil to improve logistics for sellers. This move is expected to help local businesses grow and provide faster service to customers.
  3. Airbnb saw a big increase in bookings in Thailand, especially for group travel and long-term stays. This growth is due to better flight options and new visa policies that attract remote workers.

OnlyFans Sticky Business Model

SatPost by Trung Phan • 127 implied HN points • 14 Feb 25
💼 Business E-commerce Digital marketing Entrepreneurship Financial Analysis Consumer behavior
  1. OnlyFans has grown rapidly, with many creators and subscribers, making billions in revenue. The platform allows creators to earn money through subscriptions and direct messaging.
  2. The business model of OnlyFans is unique. Creators can earn more by keeping subscription prices low and upselling personalized content through DMs, rather than relying mainly on subscription fees.
  3. The success of OnlyFans raises questions about the nature of online connections. While it provides income for many, it sometimes sacrifices genuine connection and quality of interaction.

Is Better Brand Shutting Down-Company Was Once Valued at $170M?

Snaxshot • 359 implied HN points • 06 Oct 24
💼 Business Startups Finance Product Management Consumer Goods E-commerce
  1. Better Brand, once valued at $170 million, is facing allegations of being a scam as their product quality has declined significantly after raising money.
  2. Many customers cannot find Better Brand products in stores, and some have not received their orders, leading to frustrations and reports to consumer agencies.
  3. Key employees have left the company, and the founder is rumored to be hiding in Europe as the situation escalates.

What happened in marketing: Amazon dethrones Walmart, NikeSKIMS & Big Tech vs EU

The Social Juice • 24 implied HN points • 24 Feb 25
💼 Business Marketing E-commerce Advertising Retail Digital Media
  1. Amazon has now surpassed Walmart in quarterly revenue, making it a leader in sales with $187.8 billion. This is the first time Amazon has taken the top spot over Walmart.
  2. Nike has joined forces with SKIMS to launch a new brand aimed at women, which shows their effort to attract new customers and expand their market.
  3. Big Tech companies are facing challenges in Europe, as governments push for stricter regulations, impacting how these companies operate in the region.

#168 – Tariffs, Tai Chi, and T-Shirts

Below the Line from Kevin LaBuz • 4 implied HN points • 22 Jun 25
💼 Business E-commerce Economics AI Market Trends Consumer behavior
  1. E-commerce is stabilizing after a rocky period, showing steady growth despite some challenges. Companies are focusing on maintaining balance without significant booming or breaking.
  2. Consumer spending is still strong but cautious, with people opting for smaller purchases rather than big-ticket items. Shoppers are looking for value, especially in areas like secondhand goods.
  3. AI technology is increasingly being used by companies, leading to small but meaningful improvements in operations. Firms are careful with spending, moving towards smarter investment strategies to boost growth.

OSD 329: Take the pen

Open Source Defense • 66 implied HN points • 11 Jun 25
🕹 Technology Consumer Tech Software Development E-commerce Innovation Economic Impact
  1. Technology has made buying things much easier and faster than it used to be. For example, buying an astronaut pen today takes just a couple of minutes online, unlike the long process it used to take.
  2. This ease of transactions helps create new wealth in the economy. Rather than just selling products, it opens up opportunities for new industries and jobs, benefiting everyone.
  3. The efficiency improvements we see today, especially in fields like civilian defense, can greatly change how people learn and use new tools. This is just the beginning of what technology can offer in terms of efficiency and access.

Xuất khẩu gian lận

Thái | Hacker | Kỹ sư tin tặc • 11143 implied HN points • 25 Dec 23
🕹 Technology Cybersecurity Online Scams Tech industry E-commerce
  1. Tech giants like Microsoft, Google, and Meta have dedicated teams to combat fraud from Vietnamese individuals.
  2. Individuals from Vietnam have been involved in creating fake online accounts and engaging in various forms of online fraud, causing significant financial losses.
  3. Vietnam has a reputation for fraud and account takeover schemes in the global community, leading to distrust and higher trading costs for the country.

Tariff Engineering, Explained

SatPost by Trung Phan • 84 implied HN points • 07 Feb 25
💼 Business Tariffs International Trade Market Competition E-commerce Product Design
  1. Tariff engineering is when companies change their products slightly to pay less in import taxes. This can involve using different materials or designs that fit into cheaper tariff categories.
  2. Some well-known brands, like Converse and Subaru, have used tariff engineering to give their products lower duty rates. This practice can lead to legal debates but is generally accepted as long as rules are followed.
  3. Recent changes in tariff rules, especially related to low-value imports, can affect companies like SHEIN and Temu significantly, potentially leveling the playing field for U.S. businesses and impacting the prices consumers pay.

Are Brands Coming For The Group Chat?

Total Rec • 2236 implied HN points • 27 Apr 24
💼 Business E-commerce Entrepreneurship Consumer behavior Marketing Ethics
  1. Substack chats provide a space for genuine conversations and personalized recommendations, free from traditional algorithms and commercial pressures.
  2. The influx of brands into these organic spaces raises concerns about maintaining authenticity while allowing brands to engage profitably.
  3. Exploring the idea of creating online spaces that prioritize values like community, collaboration, and enrichment over the pursuit of vast wealth and success.

Arguing with Software

David Friedman’s Substack • 251 implied HN points • 13 Jan 25
🕹 Technology Software Automation E-commerce Customer Service Digital Platforms
  1. Dealing with automated systems can be frustrating. Sometimes, your complaints are answered by software that just sends form letters instead of real help.
  2. Getting issues resolved often requires persistence. If you keep pushing for a solution, a real person may eventually step in to help.
  3. It's important to remember that companies aren't people. They may prioritize efficiency over empathy, which can impact how they handle problems.

This Is What Fairer Trade with China Looks Like

Common Sense with Bari Weiss • 1080 implied HN points • 03 Feb 25
💼 Business Trade E-commerce Marketing Retail Economics
  1. There are differences in the tariffs that companies like Gap and H&M pay compared to platforms like Temu and Shein. This raises questions about fairness in trade practices.
  2. Brands like Shein and Temu are gaining a lot of attention through aggressive advertising on social media and other platforms.
  3. There is a culture emerging around 'haul' videos, where influencers showcase their purchases from these low-cost retailers, promoting consumerism.

Lessons from $1/day challenge

Kenny’s Sub • 299 implied HN points • 22 Jul 24
💼 Business Entrepreneurship Marketing Sales E-commerce Product Development
  1. Haggling often doesn't work well in the long run. It's better to stick to your price and negotiate on other terms if needed.
  2. $1 can feel expensive to some people. They may not see the value in what they are buying or find it too much effort for a small price.
  3. You need to have products ready to sell. Without anything to offer, it's tough to make money. Planning ahead is crucial.

The AI is eating itself

Platformer • 3419 implied HN points • 27 Jun 23
🕹 Technology AI Social media E-commerce AR Cybersecurity
  1. Generative AI is dramatically impacting the internet with a variety of changes to platforms and services.
  2. The increasing use of AI-generated content poses challenges such as misinformation, disruption, and a dilution of human wisdom.
  3. Research shows that relying on AI systems to generate data can lead to degradation and collapse of models, raising concerns for the future of the web.

New cracks emerge in Elon Musk's Twitter

Platformer • 3164 implied HN points • 24 Feb 23
🕹 Technology Social media Software E-commerce Search Engines AI
  1. Twitter employees faced disruptions like Slack going down and Jira not working, causing frustration and questions about payment.
  2. Elon Musk announced plans to open source Twitter's algorithm, but doubts arise among employees about the transparency and actual release of the code.
  3. Twitter's performance has been degrading, with issues like increased latency during peak usage times, including events like the Super Bowl and a Twitter outage in Asia.

What happened in marketing: Google's gift to marketers, OpenAI's response to Deepseek and Meta's weird future

The Social Juice • 31 implied HN points • 02 Feb 25
💼 Business Marketing Advertising Technology Public Relations E-commerce
  1. Google launched a new tool to help marketers measure their advertising effectiveness across different platforms. This tool should make it easier to understand what works best for their campaigns.
  2. OpenAI introduced a smaller version of their AI model, making it available for free. This aims to provide more people access to AI tools for their projects.
  3. There are concerns about privacy and safety in social media, especially with bills being proposed to limit access for kids under 13. This shows a growing tension between tech companies and government regulations.

Is Ssense hurting the cool-clothes ecosystem?

Blackbird Spyplane • 4875 implied HN points • 20 Jun 23
🪞 Fashion & Beauty E-commerce Fashion Trends
  1. Ssense's heavy focus on data drives its business decisions and influences small designers with large wholesale orders.
  2. Ssense's pricing strategies, like frequent markdowns and reliance on algorithms, impact both small retailers and independent designers.
  3. Ssense's practices raise concerns about the impact on the cool-clothes ecosystem, from the narrative of brands to the market dynamics of the fashion industry.

Problems at Signet Jewelers (SIG)

The Bear Cave • 559 implied HN points • 16 Jan 25
💼 Business Retail E-commerce Consumer Trends Market Analysis Branding
  1. Lab-grown diamonds are becoming very popular, especially among younger couples, because they are cheaper and ethically sourced. Many people prefer them over traditional mined diamonds.
  2. Signet Jewelers, a major diamond retailer, is facing challenges as the market shifts towards lab-grown diamonds. They are trying to promote mined diamonds through a new advertising campaign aimed at younger customers.
  3. The diamond industry has a lot of hidden information and marketing tricks that make it hard to understand the true value of diamonds. An expert is now sharing insights to help clear up the confusion.

Sezzle Removes Merchants Following The Bear Cave’s Investigation

The Bear Cave • 513 implied HN points • 21 Jan 25
💰 Finance Payment Systems E-commerce Fraud prevention
  1. Sezzle stopped working with several online pharmacies after an investigation revealed they were illegal. This means those pharmacies can no longer process payments using Sezzle.
  2. Many of these online pharmacies sell medications that may not be safe for U.S. consumers. They often have poor regulations and can provide the wrong or dangerous drugs.
  3. By highlighting these issues, the investigation helped prevent fraud and potential harm to consumers. Removing the payment option makes it harder for these illegal pharmacies to reach American buyers.

India’s Operations Revolution: Lessons from Zepto, Rebel Foods, and the Dabbawalas

Gad’s Newsletter • 50 implied HN points • 20 Jan 25
💼 Business Operations Logistics E-commerce Startups Innovation
  1. Zepto has transformed grocery delivery in India with its promise of delivering products within 10 minutes. This model responds to customer demand for fast service, using small warehouses to ensure quick order fulfillment.
  2. Rebel Foods leads the cloud kitchen market by creating multiple food brands under one roof. This strategy maximizes kitchen use and caters to different tastes, enabling rapid growth in a competitive environment.
  3. The Dabbawalas have a long history of reliably delivering home-cooked meals in Mumbai. Their simple, synchronized system shows how effective human coordination can be, even as newer tech-driven services emerge.

The anatomy of a breakthrough “Service-as-a-Software” business

Kyle Poyar’s Growth Unhinged • 425 implied HN points • 15 Jan 25
💼 Business Startups Technology E-commerce Marketing Finance
  1. Chargeflow focused on marketing and customer relationships before building their product. This helped them understand what their audience needed and how to stand out.
  2. They made it super easy for customers to sign up and get started, which led to positive reviews and a better presence in app stores. Fast onboarding is key for attracting users.
  3. Chargeflow's pricing model is based on success, meaning customers only pay when they see results. This approach not only attracts customers but keeps them around longer.

Why Most Online Advertising Benchmarks Are BS (And What To Do Instead)

Nail It and Scale It • 119 implied HN points • 22 Jul 24
💼 Business Marketing Advertising Data Analysis E-commerce Growth Strategies
  1. Many online advertising benchmarks are unreliable because they don't account for differences in pricing and offers. This means you might be comparing apples to oranges, leading to wrong conclusions.
  2. To get better benchmarks, focus on two key metrics: Cost-Per-Click (CPC) and Conversion Rate. These give you a clearer picture of how your ads are performing compared to others.
  3. Joining groups or talking to industry experts can help you find more accurate conversion rates for your products. Sharing data with peers is a good way to understand what's normal in your field.

Pssst! Medium Will Soon Have 1 Million Paying Members and More Insights You Need to Know

Kristina God's Online Writing Club • 819 implied HN points • 25 Jan 24
💼 Business Marketing E-commerce Startups Demographics Digital Media
  1. Medium is gaining popularity with over 100 million readers and is about to hit 1 million paying members. This shows it has a strong audience for writers.
  2. The main age group using Medium is 25 to 34 years old, with more male users than female users. Understanding the audience can help writers connect better.
  3. Technology is the most popular topic on Medium, with lots of articles written about it. Writers should consider focusing on trending subjects to engage with readers.