retail therapy

Amazon, Walmart and Chinese potting soil

In 2018, the anonymous blogger behind Deep Throat IPO wrote this incredibly long post exploring the question “What would have happened if Amazon and Walmart had never been born?” It’s a fascinating exploration of the dynamics of US retail and […]

retail therapy

What’s Amazon’s market share?

Is it 35% or 5%? “Amazon is a big company, but what does that mean? How big is ‘big’? What does ‘dominant’ or ‘scale’ or ‘huge’ mean when US retail is $6 trillion every year?” Written by VC Ben Evans. | learn […]