stratechery.com - Stratechery by Ben Thompson – On the business, strategy, and impact of technology.

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On the business, strategy, and impact of technology.

It was Friday morning, and I needed sunglasses — specifically the nerdy ones that fit on top of a pair of prescription glasses. I wasn’t sure where to buy them — my dad (and who else would know better) suggested Walmart — but Amazon had a few; the only problem is that I was leaving early Saturday morning on a fishing trip, and surely that wouldn’t be sufficient time for e-commerce!

In fact, it was more than enough: Amazon had delivery options of 12-4pm, 4-8pm, or 4-8am the next morning; four hours later I had extra sunglasses in hand (and Walmart, for the record, didn’t have any).

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