The Devils Haircut - Ep 1 The Ostrich Report Season 2
Shopify went down again and nobody blinked. Salesforce bought Contentful and "forgot" to mention the price. In this off-the-cuff Special Edition of The Ostrich Report, Vinny O'Brien (Tralee) and Hendrik Laubscher (Cape Town) take apart the week ecommerce quietly started eating itself.We coin a new term for the down-round era — the Devil's Haircut — and use it to read six signals at once: the outage no one marched about, retail media's collapse into a CPG line item, the trillion-dollar IPO race between Anthropic and OpenAI, Global-e hoovering up Passport, and Hellman & Friedman buying Hyve —…
The skinny
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