Jeff Bezos

3 statements across 2 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 26, 2020 by Benedict Evans · said 35 times in 7 episodes since 2020 · across every show →

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brought up most by Benedict Evans (34), Toni Cowan-Brown (1)

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Everything said about Jeff Bezos, oldest first

Oct 26, 2020 neutral
Insight
Evans: Amazon shifted leverage from merchandising selection to logistics fulfillment
“What it used to be was that he would decide what was on the website and then he would pay UPS and USPS to deliver it. And now he doesn't decide what's on the website, but he delivers it and he charges you for delivering. So he's kind of moved downstream.”
Benedict Evans Oct 26, 2020 ▶ 11:36 Amazon and eCommerce
Oct 26, 2020 neutral
Assertion Supported
Evans: Bezos's original 1994 Amazon plan was pure drop shipping
“Originally in the early nine, whenever it was like, 94, when Bezos was thinking, was trying to set up Amazon, the original business plan was it was going to do drop shipping. So there'd be no website, no stock, no inventory no infrastructure.”
Benedict Evans Oct 26, 2020 ▶ 11:05 Amazon and eCommerce
Feb 7, 2021 neutral
Assertion Supported
Zuckerberg is the only remaining Big Tech founder CEO
“This leaves Zuck as the only head of one of these giant companies who's the founder.”
Benedict Evans Feb 7, 2021 ▶ 0:46 Bezos and the Amazon machine
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