The Great Unbundling
static1.squarespace.comSaved by sari
The Great Unbundling
A third of all US parcels are now delivered by Amazon’s own logistics network
Benedict Evans • The Great Unbundling
Amazon has built a $15bn+ ‘search ad’ business (retailers just call this marketing)
Benedict Evans • The Great Unbundling
Shopify has come from nowhere (well, Canada) to over $100bn of GMV in 2020
Benedict Evans • The Great Unbundling
Nike has the brand, product and scale to go direct to its customers
Benedict Evans • The Great Unbundling
Amazon’s revenue grew 37% in 2020