E96: Adobe acquires Figma for $20B, TPB SPAC, FedEx CEO's recession warning, macro picture & more
All-In with Chamath, Jason, Sacks & Friedberg
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I Think It Made a Lot of Sense for Friberg to Reset Expectations
At the end of 20 20 amazon was already up to 25 % market share, which put them ahead of both fetex and u p s. And fetex has seen their market share decline for the past eight or nine years now. So you've got a key vertically imigrated player, namely amazon, that is investing heavily to replace whatever they use you for. It's not like they have a lot of diversif diversification in the business and other ways to expand out into.
Play episode from 01:07:14
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