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The Great Unbundling
The Great Unbundling
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sari
· updated
2y ago
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Nike has the brand, product and scale to go direct to its customers
from
The Great Unbundling
by
Benedict Evans
sari
added
3y ago
Shopify has come from nowhere (well, Canada) to over $100bn of GMV in 2020
from
The Great Unbundling
by
Benedict Evans
sari
added
3y ago
Amazon’s revenue grew 37% in 2020
from
The Great Unbundling
by
Benedict Evans
sari
added
3y ago
Amazon has built a $15bn+ ‘search ad’ business (retailers just call this marketing)
from
The Great Unbundling
by
Benedict Evans
sari
added
3y ago
A third of all US parcels are now delivered by Amazon’s own logistics network
from
The Great Unbundling
by
Benedict Evans
sari
added
3y ago
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