Jeremy Goldman, a director of Briefings, and Rachel Wolff, an analyst, dive into what’s propelling Amazon's impressive growth, particularly in online sales and advertising. They explore how improved delivery and Amazon Prime play crucial roles in shaping consumer habits. The duo also discusses shifting shopping trends, especially around Prime Day, and what Amazon's transition to physical retail means for its future. Lastly, they highlight the company’s advertising success, boosted by a significant media rights deal with the NBA.