Kazah: eBay stalled from innovator's dilemma while Amazon kept innovating
Hernan Kazah · How $100B Mercado Libre got started—& why it almost went bankrupt after 9 months. | Hernan Kazah,... · PMF Show · Jun 23, 2025 · at 8:06
Mercado Libre co-founder Hernan Kazah analyzes why Amazon ultimately surpassed eBay after eBay's early dominance.
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“Then probably they faced the typical innovator's dilemma, and because of the initial success that they had, They didn't kind of innovate in the business and Amazon did innovate a lot and ended up creating a much larger company.”
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