Welcome to another weekend bonus episode of the Tech Mem Ride Home. I'm Brian McCullough.

One of my favorite newsletters. Actually, I've really got to give you all a list of all of the

newsletters I subscribe to at some point if you're interested in that sort of thing.

One of my favorite newsletters is the new consumer by Dan Frommer. Dan published his own

analysis this week of the Casper IPO and I couldn't help myself. I needed to delve

into the Casper financials in greater detail but also we talk about scandal

marketing can brands be cancelled and our own analysis of this week's Netflix

earnings enjoy so Dan the the fact that your newsletter is, you know, the new consumer and it's like about the, talking

about the new ways people spend their money, the sorts of new relationships people have with

brands and products. I imagine that Casper is like, it's kind of like a flagship sort of company or test case right in your wheelhouse, right?

In many ways, especially because it was one of the first big kind of flashy direct-to- consumer e-commerce brands you know along with I think

Warby Parker was probably the first big one and Casper was already probably post

that stage where folks were looking at Warby Parker and saying,

oh, what can we do the Warby Parker for, whether it's luggage or mattresses or

makeup or anything.

Right, so like hundreds of ideas.

Away, Harries, Everlane, blah, blah, blah, blah, yeah.

Yeah, and Harries was actually started by one of the founders of Warby Parker,

who saw the model work and

wanted to solve some other problems with it.

So actually you know what I'm thinking maybe let's back up so let's let's define terms direct to

consumer or D to C is like sort of the buzzword that everybody talks about but

...