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Data is useful for a lot more than ads.

Very helpful for identifying what’s hot and releasing your own version. Figuring out seasonal trends. Or getting competitive price information to match/beet. Walmart brags about their ability to presciently stock stores, which keeps turnover & capital efficiency high.



Following up on this: "Amazon promises not to use customer purchase data for anything other than emailing receipts, but that leaves all of the data entailed in actually making the system work." (via Stratechery). Changes the equation a bit.




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