No. 22: Amazon Limits to Scale, Game Selection Part 2, Baijiu Reflections
capitalbuddha.substack.com
It’s good for me to revisit physical limits to understand how big companies like Amazon can actually get – before I dangerously extrapolate continued 30% per annum growth. I tried to go through some back-of-the-envelope numbers for Amazon’s US E-commerce business.
No. 22: Amazon Limits to Scale, Game Selection Part 2, Baijiu Reflections
No. 22: Amazon Limits to Scale, Game…
No. 22: Amazon Limits to Scale, Game Selection Part 2, Baijiu Reflections
It’s good for me to revisit physical limits to understand how big companies like Amazon can actually get – before I dangerously extrapolate continued 30% per annum growth. I tried to go through some back-of-the-envelope numbers for Amazon’s US E-commerce business.