Inversion

Matan Zinger
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What made successful companies fail

Episodes

  1. Oct 26

    4. Stitch Fix: Freestyle Freefall (Part 4)

    We finally answer the question of, what happened to Stitch Fix? When the Freestyle bet failed, Stitch Fix retreated to the Fix business — only to find it had damaged its core business in its ambitious pursuit. *** ⁠⁠⁠What Happenned To Stitch Fix? Part III⁠⁠⁠ on Matan's Blog *** ⁠⁠Stratechery by Ben Thompson on Stitch Fix (2017)⁠⁠ ⁠”Stitch Fix Stylists Are Unheard, Overworked, and at the Mercy of Robots” (Vice Magazine, 2021) Alchemy, by Rory Sutherland The story behind Amazon’s Kindle, on the Invest like the Best podcast Survivorship bias Disruptive Technologies: Catching The Wave (HBR, 1995) *** Check out Matan's Blog for more stories like this: ⁠https://94040.substack.com/⁠ *** Audio editing: ⁠Tagel Shaked⁠ *** Disclaimer: Not financial advice. This show is for educational and general purposes only and should not be relied upon for investment decisions.

  2. Oct 19

    3. Stitch Fix: Changing of the Guard (Part 3)

    Stitch Fix is getting a new CEO and a grand new ambition. In the process, it is also losing the discipline its founder instilled. *** Stitch Fix: More Than a Bold Bet on Matan's Blog *** ⁠Katrina Lake's interview on stepping down as CEO⁠ "The State of Fashion 2021" McKinsey⁠ report ⁠Jeff Bezos on taking bold bets⁠ ⁠⁠E-commerce share of U.S. retail sales over time⁠⁠ *** Check out Matan's Blog for more stories like this: https://94040.substack.com/ *** Audio editing: Tagel Shaked *** Disclaimer: Not financial advice. This show is for educational and general purposes only and should not be relied upon for investment decisions.

  3. Oct 12

    2. Stitch Fix: COVID, Direct Buy, and 'Leaning Into Risk' (Part 2)

    The COVID-19 pandemic created a 'massive market dislocation', to quote Stitch Fix founder Katrina Lake, and the company was rushing to capture on what seemed like a 'once in a lifetime opportunity' throughout 2020. *** From Fixes to Direct Buy on Matan's Blog *** "Stitch Fix is a $100B business" thread ⁠Katrina Lake on 20VC podcast (December 2020)⁠ *** Check out Matan's Blog for more stories like this: https://94040.substack.com/ *** Audio editing: Tagel Shaked Disclaimer: Not financial advice. This show is for educational and general purposes only and should not be relied upon for investment decisions.

  4. Oct 5

    1. Stitch Fix: From Unfundable to Uniquely Profitable (Part 1)

    The first episode of the season explores the success of Stitch Fix founder Katrina Lake in building a profitable growing tech company. *** ⁠⁠What Happenned To Stitch Fix? Part I⁠⁠ on Matan's Blog *** How I Built This: Stitch Fix ⁠Stratechery by Ben Thompson on Stitch Fix (2017)⁠ Katrina Lake's article for Harvard Business Review (2018) Stitch Fix founder Katrina Lake on Invest Like the Best "Stitch Fix is a $100B business" Twitter thread Stitch Fix's Algorithms Tour *** Check out Matan's Blog for more stories like this: https://94040.substack.com/ *** Audio editing: Tagel Shaked *** Disclaimer: Not financial advice. This show is for educational and general purposes only and should not be relied upon for investment decisions.

  • 4 Episodes

About

What made successful companies fail

Information

  • Creator
    Matan Zinger
  • Years Active
    2026
  • Episodes
    4
  • Rating
    Clean
  • Copyright
    © Matan Zinger
  • Show Website
    Inversion

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