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Jul 19, 2021Liked by Rishad Tobaccowala

Always on the edge, Rishad - great stuff here as usual. I know that your perview is primarily consumer behavior via media and technology lens, but you may wish to also consider the influence of basic supply chains, logistics, and manufacturing that are impacting all markets everywhere. This is not going away anytime soon, it's already having ripple effects affecting inflation, markets, inventory, and more. Most people in the shiny towers of tech don't see what's happening in the basement...or the "slime" as you characterized it. And they certainly don't see the factories at the edge of town. VR is cool and all that, but have ya noticed that the shelves are getting sparser, particularly in underserved communities?

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