366 karma · joined February 24, 2026
> I am an EIR at Balderton Capital and principal of my own eponymous consulting business.
> I bring an uncommon perspective to enterprise software, having more than ten years’ experience in each of the CEO, CMO, and independent director roles in companies from zero to over $1B in revenues.
First, what the hell is an EIR.
Second, the fact that you are one at some Bertie-Wooster-ass venture capital firm means that you could probably retire tomorrow, if not necessarily in the manner to which you are accustomed
So yes, must be nice
Input: [Nietzsche](https://translate.kagi.com/?from=en&to=linkedin&text=God+is+...)
Output:
Big announcement: The legacy "God" system is officially decommissioned. We’ve completely disrupted the old paradigm, but it leaves us with a massive leadership vacuum. How do we pivot as the ultimate disruptors?
We’ve sunsetted the most established brand the world has ever seen. Now, we’re facing a major PR challenge: how do we rebrand this blood on our hands? What’s our new strategy for corporate social responsibility?
It’s time to innovate new rituals and high-performance games to fill the gap. This disruption is huge—maybe the biggest market shift in history. To stay competitive and worthy of this new landscape, we need to level up our personal branding and literally become the new industry leaders.
Are you ready to step into your power and become a god-tier professional? Let’s connect. #Disruption #Leadership #Innovation #NewParadigm #PersonalBranding
As someone adjacent to the wine biz, few things worth noting:
- Their data source is a major wine importer. The economic realities of the majors versus the smaller, boutique importers, or even the larger independent ones, are very different, because of their market position, reach, their clientele, the type (mass-market) product they carry, etc... in addition to the simple financials of having padding and ability to plan long-term. Anecdotally, most of the smaller-to-mid-size importers I know have actually cut their margins, and are hanging on by a thread. For anyone smaller than the two or three very biggest players, the tariffs have been a drag on business at both ends, and for some have been existential. It's driving consolidation as well, which is never good for consumers. Imagine doing a study on the software industry and only talking to Microsoft.
- In the US we have the three tier system (producer -> importer -> distributor -> retailer) and each of those take a cut, obviously, resulting in higher costs. So those tariffs compound at each layer. There are a few exceptions where you can be a "direct import" retailer (e.g. K&L in CA) but these are a small piece of the pie. Don't even get me started on the costs of shipping, the byzantine legal compliance, etc.
- As for the 14% thing; I'm skeptical of their insinuation of causality. Relevant to this study, 2018, 2019 were exceptionally hot growing seasons in most of europe, a trend which has unfortunately continued, which naturally lead to higher ABV, even as critical trends move in the opposite direction.
...no, actually how many resources were consumed