Benedict Evans took a brief but…

Benedict Evans took a brief but deep dive into the story of eCommerce growth during the pandemic. He also looks at how traditional shopping and online advertising are changing. πŸ›’

“How do people decide what to buy online, when a shop can’t show it to them? It seems to me that pretty much every part of that question is being reset this year. [….] The Covid lockdowns of 2020 and 2021 are catalysing and accelerating all sorts of changes β€” we’re getting five years of adoption in a few quarters, and five years of inevitability in the back of the neck.”

There are great visuals and important data points here alongside some good, open questions.