Amazon, every mention
249 scenes, the whole family · ← back to Amazon
tap a year for its mentions
every year anyone Benedict Evans 579Toni Cowan-Brown 94Leonard Brody 2Jeremy White 2Benedict Catton 2
Verbatim, from the transcripts: the passages where Amazon comes up
Bezos and the Amazon machine
- ▶ 5:00 Benedict Evans And it's also what Marketplace is. 4 times in the scene
- ▶ 7:16 Benedict Evans I mean, something that comes out of that, and this is sort of something that I kind of, uh, I'm afraid I probably bore my Twitter followers by talking about this is that Amazon is, is, is not one business. 10 times in the scene
- ▶ 7:30 Benedict Evans All that you can see from the outside at the P&L level is you can see US, international, and AWS. 6 times in the scene
- ▶ 9:06 Benedict Evans The other thing that I've noticed recently is Amazon's advertising business, where they sell slots in search results. 3 times in the scene
- ▶ 10:54 Benedict Evans I mean, the, the, the thing that I always wonder about Amazon, I mean, the sort of, sort of, kind of core question has always been, like, how much overall retail spending converts to that model? 18 times in the scene
- ▶ 19:09 Toni Cowan-Brown I think out of the blue for me to say, I think we should go and see the Amazon logistical center. 4 times in the scene
- ▶ 27:01 Benedict Evans One of them is the dumbness of saying you can't compete with Amazon. 5 times in the scene
- ▶ 30:38 Benedict Evans And that's part of the challenge for Amazon is how they can move that cost. 4 times in the scene
- ▶ 37:27 Benedict Evans Yeah, I mean, to my, you know, it's interesting, just as a personal anecdote, and we should wrap up, but, um, I went through and looked through my Amazon history, and, you know, I moved, so I moved to Silicon Valley in, beginning of… 7 times in the scene
Telling stories with charts
- ▶ 6:07 Benedict Evans I mean, this is always the thing that pissed me off, people talking about Amazon. 3 times in the scene
- ▶ 27:44 Benedict Evans And like, you know, Amazon has better operational leverage than Walmart.
- ▶ 34:36 Benedict Evans And you see this sometimes, like when I write, like some of the pieces I've done about Amazon, or I did a thing about US advertising in newspapers last year, and you can see basically I'm talking through that process of, how about this…
Why do we care about games?
- ▶ 4:06 Toni Cowan-Brown I was struck when, and I can't remember when he said it, and you might remember this, when Reed Hastings said that, or he famously told his shareholders that he thought that his company's stiffest competition was going to be the likes of…
Two Europeans talk about China
- ▶ 9:07 Benedict Evans And Amazon doesn't have a social network or a search engine. 2 times in the scene
- ▶ 32:16 Benedict Evans So MercadoLibre is basically a sort of Amazon slash PayPal company in Latin America, um, which again is, what is Latin America?
There's no such thing as data
- ▶ 32:15 Benedict Evans So you get banned as an Airbnb host, you get banned as an Uber driver, you get banned as an Amazon marketplace dealer. 2 times in the scene
- ▶ 41:56 Benedict Evans I mean, it's like, um, you know, Amazon doing private label, like, yo, that's how retails work for the last hundred years.
The history of doom-scrolling
- ▶ 43:54 Benedict Evans And of course the answer is they're all like, you order something on Amazon, they send, you send it seven emails, do I need to read them?
What comes next?
- ▶ 3:59 Benedict Evans Is that an existential threat to Google, Apple, Facebook, Amazon?
- ▶ 22:04 Benedict Evans Um, and so there's always this sort of lag between the moment when you do the stuff that gets you into trouble and the moment when people actually realize that you're a monopolist, um, which I don't think anyone would doubt that, you know,…
The FTC and Facebook
- ▶ 12:04 Benedict Evans Peace saying, US antitrust law has done this, and Amazon is cheap, but they're a monopoly, and maybe they're doing bad stuff, so maybe we need to go beyond just looking at cheap.
- ▶ 21:15 Benedict Evans Now, yes, you can find examples of Google and Facebook and Amazon and so on doing that, but that's not really why you're using Instagram.
The acceleration of ecommerce habits
- ▶ 12:11 Benedict Evans And so the picture you get is that online-only retailers, which means Amazon and anyone else who only has a website, doesn't have a store, physical store, is about 50, 50 to 60% of total e-commerce. 4 times in the scene
- ▶ 17:44 Benedict Evans And that gets you everything from the corner shop to Akea to Amazon delivering it tomorrow, or this afternoon by drone, or you're walking down the road, or like, there's an algebra there around, well, what's the best way for me to get it? 3 times in the scene
- ▶ 25:15 Benedict Evans And now theoretically there's in, I could look at infinite products and you go to Amazon and there's whatever it is near tens of millions of schools.
- ▶ 28:10 Benedict Evans but, but that means different things because it might mean I want to buy X, I'm going to buy it through Amazon because I trust Amazon. 6 times in the scene
- ▶ 28:17 Benedict Evans The danger in that is that 60% of Amazon's volume is marketplace, which isn't you're buying on Amazon, but not from Amazon. 3 times in the scene
Is content moderation a dead end?
- ▶ 34:31 Benedict Evans A few years ago saying that you should think of any big internet platform as basically a Mechanical Turk. 3 times in the scene
How do you destroy a tech monopoly?
- ▶ 0:27 Toni Cowan-Brown We've got the invest, ongoing investigation in Europe against Google as well for anti-competitive behavior, and actually I just read that recently Italy has also announced it's investigating Google for abuse in the advertising space, and… 2 times in the scene
- ▶ 8:01 Benedict Evans Ok, don't go to Amazon and complain about that.
- ▶ 11:10 Benedict Evans And so if Amazon is cheap, Google is free.
- ▶ 17:06 Benedict Evans So, um, you know, start we're talking about Amazon. 10 times in the scene
- ▶ 20:33 Benedict Evans Now, Shopify isn't Amazon. 8 times in the scene
- ▶ 27:56 Benedict Evans I mean, trying to cover how Amazon treats its suppliers, it's at the same time as dealing with how the app store works and what Google can add into search.
Amazon and eCommerce
- ▶ 0:04 Toni Cowan-Brown You wrote about Amazon a couple of weeks ago, and specifically you wrote about how people love to argue about Amazon and they love to discuss its profits. 22 times in the scene
- ▶ 0:55 Benedict Evans The other half of it is, um, partly AWS, but also a whole bunch of other businesses. 5 times in the scene
- ▶ 1:51 Benedict Evans So there's Amazon prime and there's the stores that they just bought.
- ▶ 7:13 Benedict Evans One of them is the evolution of retail beyond Amazon. 4 times in the scene
- ▶ 9:30 Toni Cowan-Brown So we know that Amazon has now built its own delivery network, which I thought is fascinating. 7 times in the scene
- ▶ 12:38 Benedict Evans It's not just the stuff that you could do on Amazon.
- ▶ 16:28 Toni Cowan-Brown Does the consumer, what does the future consumer look like versus their relationship with an Amazon? 10 times in the scene
- ▶ 18:04 Benedict Evans Although clearly tens of millions of households in the USA have signed up for Prime, and of course Amazon is kind of pushing that as far as it can.
- ▶ 23:53 Benedict Evans And so this gets you from like, Amazon is like the single massive paper replicating machine.
- ▶ 30:10 Benedict Evans It was people at Amazon emailing back and forth saying, Hey, we've realized that this is an opportunity. 2 times in the scene
- ▶ 32:34 Benedict Evans So basically you find some product from some warehouse on Amazon, on some, some manufacturer in China, you find the product. 2 times in the scene
- ▶ 36:21 Benedict Evans And it won't just be Amazon any more than groceries was just Tesco and Walmart or any more than physical retail was just Macy's or just John Lewis.
Is Europe a market?
- ▶ 17:06 Benedict Evans Not in lockdown, but because you couldn't get any deliveries, but after lockdown, it looks like kind of France kind of didn't because they like shut down Amazon and they shut down a whole bunch of stuff so that you couldn't buy online.
- ▶ 22:57 Benedict Evans Um, and so you have both domestic companies and international companies, you have Flipkart, but you also have Amazon.
- ▶ 39:40 Benedict Evans But it's also that this, you know, you can over index on Google, Apple, Facebook, Amazon, Netflix, um, you know, name a dozen big companies and not think in, okay, how many other companies that are important that you touch the touching…
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