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UPS

1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Oct 26, 2020 by Benedict Evans · said 2 times in 2 episodes since 2021 · across every show →

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Everything said about UPS, 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
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