TV, merchant media and the unbundling of advertising — Benedict Evans

We are getting closer to a consumer-controlled world, and every company that spends money on advertising will be forced to find a new way to do business.

Conversely, as Casper discovered, there is no particular reason why a company selling consumer products ‘but on the internet’ should have any higher margins than anyone else. It seems quite likely that the great consumer reset underway now will see the creation of all sorts of new retailers, brands and products, but it doesn't follow that they will... See more