retail

8 statements across 8 episodes · 2 bullish · 2 bearish · 6 people on the record · first statement Jul 15, 2017 by Benedict Evans · across every show →

Everything said about retail, oldest first

Jul 15, 2017 bullish
Prediction Not checkable as stated
Evans: Everything the internet did to media will happen to retail
“Everything that the internet did to media will happen to retail.”
Benedict Evans Jul 15, 2017 ▶ 17:48 Mobile Is Eating the World, 2016
Jul 16, 2017 bearish
Assertion Partly supported
Rampell: US bank branch foot traffic is falling 30% year-over-year
“And in fact, bank branch traffic is down about 30% year over year. It's a far more calamitous and precipitous drop than has happened in retail.”
Alex Rampell Jul 16, 2017 ▶ 1:12 What Happens When Mobile (Really) Hits the Wallet
Jan 2, 2019
Assertion Not checkable as stated
Dixon: Traditional retail channels take a 50 percent cut
“Retail takes 50%.”
Chris Dixon Jan 2, 2019 ▶ 13:32 a16z Podcast | The Wearables Session
Jan 2, 2019
Insight
Johnson: Retail stores are merely distribution systems, not brands themselves
“Well, I think brands are really not retail. They're much bigger than retail. Retail is just a distribution system for a brand”
Ron Johnson Jan 2, 2019 ▶ 1:57 a16z Podcast | Building Brands and Running Retail -- Ron Johnson and Tristan Walker Break It Down
Jan 2, 2019 positive
Insight
Cockcroft: Amazon threat forced retail and media to adopt cloud architectures first
“This is also moving across industries. We've seen obviously media and entertainment and to some extent retail We're early movers, mostly because of the threat of Amazon themselves, causing retailers to step up to re-engineering. We're now seeing fintech or Wal…”
Adrian Cockcroft Jan 2, 2019 ▶ 24:26 a16z Podcast | All About Microservices
Jan 2, 2019 bearish
Prediction Not checkable as stated
Andreessen: Traditional retail will basically be gone in 15 years
“So I think retail will basically be gone.”
Marc Andreessen Jan 2, 2019 ▶ 10:31 a16z Podcast | Talent, Tech Trends, and Culture -- with Ben, Marc, and Tyler Cowen
Dec 19, 2019 neutral
Assertion Not checkable as stated
Dixon: Tech has only truly disrupted media, transportation, and retail
“The, it's kind of surprising, 25 years into the internet that, The only industries that have been really quote disrupted have been, I think media, maybe transportation and maybe starting to happen is retail, right? And then the rest, I mean, if you look at the…”
Chris Dixon Dec 19, 2019 ▶ 30:53 What's Next for the Internet?
Jun 8, 2026
Assertion Open · timeframe Jun 2027
Evans: Global advertising is a $1T market while retail is $25T
“Advertising is a trillion dollars and retail is 25 trillion dollars.”
Benedict Evans Jun 8, 2026 ▶ 32:07 The Economics of AI Usage and What's Next For SaaS | Benedict Evans on a16z
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