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Special: Amazon Unbound (with Brad Stone)
Acquired
Anchor Is a Chinese Manufacturer, and They Have a Lower Cost Structure.
anchor is the brand that made, like, the phone chargers and all sorts of, like, gadgets. They just have a dramatically lower cost structure than the american brand that they're selling against. As long as they can ship em to American customers, they can always undercut on third party seller market place. And look, sellers are being aggregated right now. So there's obviously opportunity on the market place. I'm not too worried about amazon. But it did make me think a not that i'm a shareholder of anything, but less polish on the thracio type model and aggregating sellers,. Like, you were a commodity before, and now you're a super commodity.
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