“Asset-Light” to “Asset Agnostic”

Great insights in Benedit Evans presentation here on global trends and untapped markets. Required reading.

I was especially interested in his description of an “asset light” Amazon, who initially assumed they would have no stock and no warehouse and no logistics, moving towards an “asset agnostic” mindset, where they have no problem with stocks and warehouses and own products and own logistics services and own stores and even paper catalogs.  

So what we might have previously thought of as information-only, zero gravity business models become full-stack businesses, what he calls “information businesses”. 

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