Conviction Is Evolving
When I first started this newsletter, I had one simple goal: to go deep into a new consumer company every week. I wanted to break down business models, growth playbooks, and competitive strategy inspired by writers like Packy McCormick and The Generalist.
But here’s what I learned: that format doesn’t match how I think or how I consume the world.
Every few months, I find myself fixated on a different corner of consumer culture; luxury goods, AI, hospitality, video games, YouTube, marketplaces. But I don’t want to be boxed into a single vertical, and I don’t want to write the same kind of breakdown week after week.
So today, Conviction is officially rebranding.
It’s no longer just about consumer companies — it’s about consumer curiosity.
Each week, I’ll drop one sharp idea about the way we spend, play, travel, eat, or obsess. Sometimes it’ll be a hot take. Sometimes a mental model. Sometimes a weird rabbit hole. Always thoughtful. Always fresh.
You won’t find summaries here. You’ll find perspective
If you’re curious about the brands shaping culture - and the culture shaping those brands - stick around.
First new edition drops tomorrow.