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. 🛒
“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 — 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.