A Brooklyn developer just leased 25% faster than 7 competing projects in a 3-block radius. Rents 10-20% above market. With 18 more lease-ups in the pipeline, many backed by institutional developers with bigger budgets and stronger brands. The edge wasn't location or capital, but a design-oriented focus on the drivers of real rent premiums. Fve lessons from Charney Companies' development at Union Channel in Brooklyn, New York: 1/ Unit mix. Pulled architectural plans for every competing project in the market. 3-bedrooms were 3% of supply but demand pointed to 14%. Union Channel tripled the market average. They were the first unit type to fully lease. 2/ Studios. Market average was 500 sqft at $3,500/month. Too much space, too much rent. Union Channel built 400 sqft studios — 20% smaller, 10% cheaper. Leased 50% faster than the rest of the building. 3/ Living rooms. Of every layout variable tested across hundreds of units, living room width was the single strongest predictor of rent per sqft. Every other layout decision was calibrated to protect it. 4/ Amenities. Conventional wisdom says more amenities = more value. The data says the opposite. Quality of select amenities beats breadth. Fitness center quality had the strongest correlation with rent per sqft. They hired a gym consultant instead of designing in-house. 5/ Marketing. 20% of leases came directly from social media — 4x the rate on prior projects. Strategy built around the neighborhood, not the building. Murals on construction fencing. 3,000 organic Instagram followers before opening. These five decisions account for 73% of the value created at Union Channel. All made before the building opened. The data exists in every market. Most developers just aren't looking. Full case study from Andrew Steiker-Epstein in this week's Thesis Driven newsletter. Link in comments.
Marketing
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We're about to see an onslaught of consulting and IT services firms going big on working with AI platforms to deploy agents in the enterprise. And if you don’t understand why it’s happening, it’s an opportunity to reset your understanding of how the real world works. The real world will need a ton of help actually getting agents going in the enterprise. Companies deal with significant legacy tech stacks they need to modernize, data in tons of fragmented tools, knowledge that isn’t captured or digitized, and change management needed to actually utilize agents effectively. And they have to do all this while still running their business day-to-day, unlike startups, who can generally just design their organizations from the ground up to deploy agents into new workflows designed for them. This is why there is so much opportunity for companies (software or services) to actually deploy agents in specific domains and workflows. This remains a big opportunity for both existing services providers but also tons of new services startups as well. Every new technology wave produces a new era of consulting firms that can deliver on that technology. We're seeing this a ton at Box, both in partnering with new forms of technology consultancies as well as existing systems integrators that are building out all new agentic practice areas to help enterprises work with their unstructured data and agents. These service providers will have the benefit of being able to work across multiple data platforms, as well as see common practices that work or fail within an industry. This knowledge ends up being incredibly valuable right now, especially given how fast things are changing. A corollary to this is also that the forward deployed engineer (FDE) model is going to be alive and well for a long time because companies will want to have their vendor actually help drive the change management and implementation for their new workflows. There’s no shortcut to getting this work done for the enterprise, and the vendors are going to have to do a lot of this or risk low adoption. All of this type of work is going to be in high demand for quite some time, and it's incidentally another example of jobs that aren’t actually going away.
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Cleartrip won Contextual Marketing game! Other brands fighting for "End of Year" sales. #Cleartrip is selling us 2026. I saw this ad in The Economic Times today, It’s a masterclass in understanding customer psychology, at least how I see it. Here's why: - The Simplicity: Stripped away 320+ days of the year. By showing only the days that matter - the long weekends, they’ve reduced the cognitive load for a busy professional. - The Anticipation: Marketing isn’t always about immediate conversion. By helping people visualize their 2026, Cleartrip occupies mental real estate before the holiday planning even begins. - The Utility: Instead of a generic Book Now CTA, they provide a QR code to sync a Long Weekend Tracker on their calendars. It moves from being an "ad" to being a "tool" - The Timing: Published on a Saturday morning. This is exactly when their target audience is sipping coffee and dreaming of their next getaway. Cleartrip isn't selling tickets here; they’re selling ideas to take a break Don't just sell a product. Sell the solution to a problem your customer hasn't even started stressing about yet. What do you think? Does it attract you and make you think? #Marketing #Advertising #2026
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IndiGo (InterGlobe Aviation Ltd) CRISIS WASN’T IN THE SKIES. IT WAS IN THE LEADERSHIP CABIN. Three things stood out. One: Employees were left alone to face furious customers. No leader should ever let that happen. If you don’t stand by your people in a storm, don’t expect them to stand by your customers in the sun. Customer experience collapses the moment employees feel abandoned. Two: In any crisis, honesty is the only strategy that works. This time, the communication wasn’t transparent. When leaders hide the full picture, years of goodwill can disappear overnight. A crisis can earn trust, but only if you tell the truth. Three: The belief that “we are too big to be ignored” has ended more companies than competition ever has. Customers always have a choice. And if they don’t, they will create one. We shouldn’t watch the Indigo crisis like spectators. This is a reminder for every leader to build their own crisis blueprint. Because crises will come, when they do, your response becomes your reputation. There is more to business than profits. There are people, trust, and how you show up when it matters most.
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Six weeks ago, I went underground. Not off the grid. Just deep into the private Discord servers where sneakerheads spot fakes before they hit the market. The Slack channels where CMOs trade budget hacks they’d never tweet. The WhatsApp threads where collectors swap intel like it’s insider trading. I was lurking. Reverse-engineering how trust gets built in dark social. It seems like increasingly, we're seeing public feeds are for performance. And private chats are for proof. Back in 2010, Bitly found 69% of social shares happened in DMs and emails. Today, it’s closer to 90%. These spaces aren't controlled by algorithms, they're ruled by humans. Want in? Here’s how AI can help you: 1. Find the watering holes without wasting 100 hours: Tools like SparkToro reveal where your audience actually talks and track how those spaces shift over time. 2. Decode the language in minutes, not months: Drop top conversations into Microsoft Copilot or Google Gemini and ask: “What slang, inside jokes, or recurring complaints stand out here?” A skincare brand did this and found its audience was skeptical of clinical claims—so they pivoted to raw, unfiltered before-and-afters. 3. Pre-test content before you post: Use Perplexity to analyze which links get shared most in those communities. Run your hooks through ChatGPT and ask: “Would this grab attention in a thread full of X jargon?” Last month, a supplement brand nailed this. They scanned 500-plus Reddit, Inc. threads on workout fatigue, discovered that everyone hated the term biohacking, and switched their messaging to old-school muscle science. Engagement tripled. Your move this week: 1) Pick one niche community, whether it’s Discord, Slack, or a tight-knit Substack. 2) Use AI to extract three insider phrases and identify one unaddressed gripe. 3) Draft content that speaks their language, not yours. High impact means going beyond being data-driven to being community-fluent. And fluency starts with listening smarter. AI can help. #hicm #DarkSocial #SocialListening #AI
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The ABCs of Greenwashing 🌍 Greenwashing weakens trust and slows down meaningful progress. When companies present overstated or unverified claims, it creates confusion across markets, misleads stakeholders, and reduces pressure for real change. The cost is not only reputational, it also undermines the credibility of sustainability efforts more broadly. As sustainability becomes a business priority, the risk of misleading communication continues to increase. The pressure to report progress has led to claims that are not always backed by substance. Recognizing the signals of greenwashing is essential to ensure integrity in reporting, communication, and strategy. The ABCs of Greenwashing is a practical reference that outlines common red flags, from vague wording and selective data to unverifiable targets and weak transparency. These signs often appear in sustainability reports, websites, product labels, and corporate campaigns. There is a growing demand for better sustainability communication. However, clarity must come with accuracy. Narratives that focus on ambition without showing results raise concerns. Authentic communication requires alignment between commitments, measurable progress, and public disclosures. Expectations are shifting. Stakeholders, regulators, and investors expect more than general statements. Claims must be supported by credible data, meaningful metrics, and consistent reporting. The absence of independent verification or full scope analysis is no longer seen as acceptable. Regulatory frameworks are evolving to address this. New directives and standards are increasing pressure on companies to validate their statements with clear evidence. This shift will affect how sustainability is communicated, measured, and governed across sectors. Avoiding greenwashing requires clear internal structures, cross functional accountability, and regular review of communication practices. Sustainability performance must be integrated into operations, not added as a marketing layer. This is not a communication issue alone. It is a strategic and operational matter. Claims must reflect business decisions, investment priorities, and outcomes that can be tracked over time. The ABCs of Greenwashing is a reminder of the need for precision, transparency, and consistency. Improving the quality of sustainability communication is essential for building trust, reducing risk, and advancing long term business goals. #sustainability #sustainable #business #esg #greenwashing
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The most expensive mistake in business is assuming your customers will never change. Last year, something shifted in Indian retail. Gen Z (377 million) overtook millennials (356 million) to become our largest consumer group, influencing $40-45 billion worth of apparel and footwear purchases. But they're not shopping at the stores we built for them. [Et Retail] Brands watched their growth collapse in just 12 months. → ZARA fell from 40% to 8% growth, [Et Retail] → Levi Strauss & Co. crashed from 54% to 4% growth [Et Retail] → H&M dropped from 40% to 11% growth [Et Retail] Here's why the growth has slowed down: 📌 Gen Z discovered new brands like Freakins and Bonkers Corner, offering trendy clothes at ₹500-800 📌 They chose self-expression over brand loyalty 📌 70% of their shopping moved online, heavily influenced by Instagram 📌 They demanded inclusive sizing (XS to XXL) and unisex options that legacy brands ignored Take FREAKINS, which clocked ₹25 crore in FY2023, or Bonkers.corner, clocked ₹100 crore. [The Economic Times] [Et Retail] These brands understood what Gen Z wanted: crop tops, baggy clothes, Korean pants, and oversized tees at prices that let them experiment with three different outfits daily. Body positivity isn't a marketing campaign for this generation. It's how they think. When they couldn't find the sizes or styles they wanted at premium stores priced at ₹1,200-1,500, they simply went elsewhere. Myntra saw the shift and launched FWD with ₹500 price points. The result was explosive: 100% year-on-year growth and 16 million Gen Z users, who now represent one in three e-lifestyle shoppers. [Et Retail] Legacy brands bet that Gen Z would "grow up" and pay premium prices. Instead, 377 million young Indians chose values over logos. The most expensive mistake in business? Assuming your customers will never change. What changes in your customer base have surprised you recently?
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🗺️ AirBnB Customer Journey Blueprint, a wonderful practical example of how to visualize the entire customer experience for 2 personas, across 8 touch points, with user policies, UI screens and all interactions with the customer service — all on one single page. AirBnB Customer Journey (Google Drive): https://lnkd.in/eKsTjrp4 Spotify Customer Journey (High-res): https://lnkd.in/eX3NBWbJ Now, unlike AirBnB, your product might not need a mapping against user policies. However, it might need other lanes that would be more relevant for your team. E.g. include relevant findings and recommendations from UX research. List key actions needed for next stage. Add relevant UX metrics and unsuccessful touchpoints. That last bit is often missing. Yet customer journeys are often non-linear, with unpredictable entry points, and integrations way beyond the final stage of a customer journey map. It’s in those moments when things leave a perfect path that a product’s UX is actually stress tested. So consider mapping unsuccessful touchpoints as well — failures, error messages, conflicts, incompatibilities, warnings, connectivity issues, eventual lock-outs and frequent log-outs, authentication issues, outages and urgent support inquiries. Even further than that: each team could be able to zoom into specific touch points and attach links to quotes, photos, videos, prototypes, design system docs and Figma files. Perhaps even highlight the desired future state. Technical challenges and pain points. Those unsuccessful states. Now, that would be a remarkable reference to use in the beginning of every design sprint. Such mappings are often overlooked, but they can be very impactful. Not only is it a very tangible way to visualize UX, but it’s also easy to understand, remember and relate to daily — potentially for all teams in the entire organization. And that's something only few artefacts can do. Useful resources: Free Template: Customer Journey Mapping, by Taras Bakusevych https://lnkd.in/e-emkh5A Free Template: End-To-End User Experience Map (Figma), by Justin Tan https://lnkd.in/eir9jg7J Customer Journey Map Template (Figma), by Ed Biden https://lnkd.in/evaUP4kz Free Figma/Miro User Journey Maps Templates https://lnkd.in/etSB7VqB User Journey Maps vs. Service Blueprints (+ Templates) https://lnkd.in/e-JSYtwW UX Mapping Methods (+ Miro/Figma Templates) https://lnkd.in/en3Vje4t #ux #design
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Attribution is overrated. Incrementality is what actually matters Every new-age brand wants to know what’s working. Meta ROAS is looking good. CAC is steady. Revenue is growing But here’s the truth: Your Meta ad might get the conversion. But did it cause the conversion? That’s the difference between attribution and incrementality. Most dashboards, attribution tools, and agency reports stop at attribution. But if you’re a brand selling across Amazon, Flipkart, GT, MT, Q-com, and D2C—pure attribution will always lie to you Because the sale might happen on Amazon. But it might have been nudged by a Meta video or a YouTube bumper ad 4 days ago. You don’t need a full-blown Marketing Mix Model to get started. There are simpler, street-smart ways to directionally understand what’s working—and what’s not. Here are 4 that have worked for us at Atomberg: 1. Geo Split Testing Pick two similar markets. Run campaigns in one. Don’t run in the other. Then track: • Branded search volume • Sell-through on marketplaces • Secondary sales from GT counters If the test market moves faster than the control, you’re seeing true lift. That’s incrementality. 2. First-Time Buyer Growth vs Returning Buyer Growth Track whether your growth is coming from first-time buyers or repeats. If your campaigns are just bringing back old customers—you’re not creating net new demand. But if there’s a spike in new buyers across Amazon, Flipkart, D2C—your campaigns are likely working at an incremental level 3. Paid Traffic vs Organic Trend Lines If paid traffic, clicks and spends are going up—but your organic sales or branded search isn’t moving—you’re likely just harvesting demand that already existed. But if organic lifts alongside paid—your ads are creating interest. Not just closing it. Directionally, this is one of the simplest sanity checks most teams ignore. 4. Channel Crossover + Offline Signal Mapping Your Meta ad may not show up in last-click attribution. But it might have nudged the consumer to visit your store or buy on Amazon. You can detect this through: • Post-purchase surveys (Where did you first hear about us?) • Branded search + store footfall spikes in campaign-active cities • And most powerfully—offline signals passed back to Meta At Atomberg, we pass back data from installations and warranty registrations—including pincode and purchase timelines Sometimes, we’re even able to identify this at a unique customer level through their cookies for warranty registration This has helped us understand true incrementality of perf marketing campaigns even for offline sales If you’re only measuring ROAS, you might scale what’s only taking credit for sale about to happen anyway If you chase incrementality, you’ll scale what’s working. For more details, read the full post- link in first comment.
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Red Bull's marketing strategy will be studied for decades. The energy drink company spends 3x more than its competitors on advertising — 30% of annual sales compared to 10% of annual sales. But more importantly, rather than just doing traditional advertising, Red Bull owns several sports assets — the Red Bull F1 team, global soccer clubs, a hockey team, etc. — and focuses almost exclusively on *creating* history. Examples include: • Skydiving from space • Snowboarding from helicopters • Building custom skate parks in the sky • Flying planes upside down (through a tunnel) These stunts are unique and get millions of impressions on social media, with Red Bull's latest marketing stunt serving as the perfect example. Red Bull spent 18 months working in unison with Prada — to market the company's activewear line — and X-Games gold medalist Dawid Godziek to pull off the world's first bike backflip on a moving train. The final product is incredible — and Godziek finishes in the same place he started! ** If you enjoy learning about the business and money behind sports, join 125,000+ others who read my 3x weekly newsletter: http://readhuddleup.com/ #sports #marketing #sportsbiz #linkedinsports
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