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Amazon is a logistics beast - A detailed teardown
On Ecommerce and Marketplaces: Look for 1. Positive unit economics on the product, positive contribution margins on products sold. 2. Logistics: how long does it take to get to you? Will people pay for convenience. 3. Ability to browse as a human and connect, products that delight the customer, 4. Hooks the customer going forward, 5. The future is ... See more
Invest like the Best • Internet Scale Businesses
Dominant companies across different eras all discovered the same basic truism of capitalism: if you control the entire supply chain, you can print money while your competitors slowly die gasping for air.
Carnegie Steel pioneered this in the 1870s-1890s with the realization that steel is more profitable when you own everything from the holes in the g
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