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Ben Thompson @benthompson · Dec 6, 2021
  • From stratechery.com

This means that Amazon could, if they wanted to, make massive profits by reselling space they negotiated last year, but instead it appears that the company is offering space at cost to its resellers; this is the most important part of that Bloomberg article: This logistical prowess hasn’t been lost on the merchants who sell products on Amazon’s sprawling marketplace.

Article Nov 24, 2021
Amazon’s $4 Billion Holiday Fix: Half-Empty Trucks, $3,000 Bonuses
by Matt Day and Spencer Soper
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