Executive Summary
Nick Kokonas built Alinea into the world's #1 restaurant by rejecting industry orthodoxy and applying derivatives trading principles to hospitality. His core insight: restaurants sell seven different experiences but only market one, leaving millions in revenue uncaptured. Kokonas pioneered restaurant ticketing, dynamic pricing, and prepayment systems through his company Tock, which processed $1 billion GMV during COVID by charging 3% versus competitors' 30%. The deeper revelation extends beyond ...
Key Investment Opportunity
Direct-to-Consumer Service Platform Revolution
Kokonas proved that eliminating intermediaries and owning customer relationships creates sustainable competitive advantages across time-slotted service businesses
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