Product Philosophy

Cosmetics is the only consumer e-commerce category where four clinical psychology mechanisms operate at unusually high intensity at the same time. Each one leaves a distinct fingerprint in checkout data. Standard segmentation models miss most of it.

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Murat Ova

The textbook model of two-sided markets, more buyers attract more sellers attract more buyers, is a relic. The platforms that win today run on algorithmic matching, not network density. The implications for defensibility are profound.

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Murat Ova

In digital markets, the marginal cost of adding one more product to a bundle is zero. Conventional wisdom says bundle everything. The data says the opposite, past a threshold, each addition dilutes the bundle's perceived value and total willingness to pay drops.

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Murat Ova

The average e-commerce catalog has 40% missing attributes, inconsistent taxonomy, and product descriptions written by suppliers who don't speak the customer's language. LLMs can fix all three, if you build the right quality assurance pipeline around them.

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Murat Ova

Your bid algorithm optimizes for conversions. But a $50 customer who churns in month one and a $50 customer who stays for three years look identical at the point of acquisition. CLV-based bidding fixes the denominator.

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Murat Ova

The 'winner-take-all' narrative dominates SaaS strategy. But empirical data across 20+ vertical categories tells a different story: most B2B software markets stabilize with 3-5 serious players, and switching costs are falling faster than incumbents realize.

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Murat Ova

Before dbt, analysts wrote SQL that nobody reviewed, nobody tested, and nobody documented. The tool was simple, SQL templating with version control. The impact was structural: it created an entirely new discipline.

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Murat Ova

Thaler showed that people don't treat money as fungible. In cross-border e-commerce, currency display alone shifts willingness to pay by 23%, and most checkout flows ignore this entirely.

Posted by

Murat Ova