Green: Amazon has a retail ceiling due to specialized shopping demand
Kirsten Green · Legendary Consumer VC Predicts The Future Of AI Products · Y Combinator · Jun 27, 2025 · at 23:41
Kirsten Green of Forerunner Ventures discusses why single-platform dominance has limits in commerce and AI, arguing vertical specialists will always exist.
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“Amazon, it's the juggernaut of retail. Probably everybody in America has an Amazon account and shops on Amazon. We don't shop for everything on Amazon. We don't want to shop for everything on Amazon. So, you know, there is a cap. I think to the market share that can happen there, because I think that, like, there's relevance in the long tail, there's relevance in specialty that by category, and people want to have different kinds of experiences at the category level in, in shopping too.”
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