a16z
@a16z
It's time to build.
Posts are not investment advice or an advertisement for investment services. See
加入 August 2009
63 正在關注 1.1M 粉絲
Marketplaces earn their money when you browse, not when you buy. An AI assistant that shops for you skips the browsing.
Ad revenue vs operating income (2025):
- Amazon retail: 2x
- DoorDash: 1.9x
- Instacart: 2.2x
AI assistants don't need to rebuild Amazon's warehouses to hit Amazon's profits.
Full piece from @aleximm and @santiago__rdz on who gets paid when AI does the shopping:
顯示更多
