Ben Thompson is an American technology analyst who writes a widely read newsletter called Stratechery. He also used to live in Taipei, where he lived continuously for 12 years.

But this past summer he moved back to Wisconsin, trading his urban life for a suburban one. And so his latest article starts with a more personal note, talking about what it's like to return to the US (though the larger point of the post is the intersection of robotaxis and suburbia).

I spent a summer in Taipei in my early 20's and grew to love the place after the first few weeks, and so I was expecting his re-acclimation to have been a bit more jarring. But it turns out, Ben is happy to be back and, in particular, he's happy to be back living in the suburbs.

His post even goes on to question whether the mobility transformations we are seeing today might be about to cement some kind of "end to urbanism":

What is worth considering, however, is if the last wave of urbanism, which started in the 1990s and peaked in the 2010s, might be the last, at least in the United States (Asia and its massive metropolises are another story). The potential physical transformation in transportation and delivery I am talking about is simply completing the story that started with entertainment and television in the first wave of suburbia, and then information and interactivity via the Internet, particularly since COVID. There are real benefits to being in person, just like there are to living in the city, but the relative delta to working remote or living in the suburbs has decreased dramatically; meanwhile, offices and urban living can never match the advantages inherent to working from a big home with a big yard.

Whether or not this is good thing is a separate discussion; I will say it has been good for me, and it’s poised to get even better.

I grew up in the suburbs of Toronto. I initially made the mistake of going to university in Waterloo, but I immediately started to envy my friends who were living downtown and going to the University of Toronto. So I course-corrected and transferred.

When it came time to go to grad school, I had learned my lesson: a proper urban center was a non-negotiable item. So I moved to Philadelphia and absolutely fell in love with the city's walkability, historic scale, and nightlife. It also didn't hurt that I could take a Chinatown bus to Manhattan for $10.

In fact, when I temporarily returned to the suburbs of Toronto after school — before once again moving into the city — I vividly remember missing Philly. I missed its urbanity. I missed walking everywhere. It was either that, or I just missed the good old "special" at Bob and Barbara's on South Street.

Since moving back to Toronto after school, I have yet to live beyond the confines of High Park, St. Clair Avenue, and the Don River. Maybe one day I will, or maybe I won't. The oldest parts of our city have always felt the most like home to me.

Sure, I also have a deep love for the mountains, but when I daydream about places where I could really live, my mind always goes to big cities like Paris, Tokyo, and Rio de Janeiro (city and mountains!).

I'm not here to impose my views (just write about them). We all have our lifestyle preferences. And I can appreciate that, for many, like Ben, the suburbs offer a compelling value proposition. His view is also supported by history: new technologies do often have a decentralizing effect on cities.

Cover photo by TangChi Lee on Unsplash

Today, Amazon ships approximately 72% of its own packages. This is up from about 47% in 2019. Ben Thompson of Stratechery recently published an excellent article talking about why this is important and how the company’s investments in logistics are, yet again, paying dividends.

The foundation of Amazon’s “moat”, Ben argues, is aggregating customer demand. When most people buy something on Amazon from a third party merchant, they think and feel as if they're buying directly from Amazon. Some people probably don’t even appreciate the difference and in most cases it probably doesn't matter. It comes in a box with Amazon's logo on it and that's that.

But it's an important distinction because if you're a third party merchant, Amazon pretty much "owns" your customers. They are the ones aggregating demand. They have the brand equity and loyalty. And if you left the platform, your customers would be unlikely to follow you.

This is kind of the opposite of how Shopify's ecommerce platform works. When you operate a Shopify store you are using their platform, but you are bringing your own brand, web domain, and other assets to it, such that you can now establish a more direct relationship with your customers. This doesn’t mean that Shopify doesn’t have a moat, it’s just something different.

All things being equal, most businesses would rather “own” their customers than not. The problem right now is that shipping and supply chains are no joke, and so there are real advantages to being on Amazon and having them handle your fulfillment. It could mean the difference between getting your products out for Christmas, or not.

So all things are not equal.

Ben Thompson is an American technology analyst who writes a widely read newsletter called Stratechery. He also used to live in Taipei, where he lived continuously for 12 years.

But this past summer he moved back to Wisconsin, trading his urban life for a suburban one. And so his latest article starts with a more personal note, talking about what it's like to return to the US (though the larger point of the post is the intersection of robotaxis and suburbia).

I spent a summer in Taipei in my early 20's and grew to love the place after the first few weeks, and so I was expecting his re-acclimation to have been a bit more jarring. But it turns out, Ben is happy to be back and, in particular, he's happy to be back living in the suburbs.

His post even goes on to question whether the mobility transformations we are seeing today might be about to cement some kind of "end to urbanism":

What is worth considering, however, is if the last wave of urbanism, which started in the 1990s and peaked in the 2010s, might be the last, at least in the United States (Asia and its massive metropolises are another story). The potential physical transformation in transportation and delivery I am talking about is simply completing the story that started with entertainment and television in the first wave of suburbia, and then information and interactivity via the Internet, particularly since COVID. There are real benefits to being in person, just like there are to living in the city, but the relative delta to working remote or living in the suburbs has decreased dramatically; meanwhile, offices and urban living can never match the advantages inherent to working from a big home with a big yard.

Whether or not this is good thing is a separate discussion; I will say it has been good for me, and it’s poised to get even better.

I grew up in the suburbs of Toronto. I initially made the mistake of going to university in Waterloo, but I immediately started to envy my friends who were living downtown and going to the University of Toronto. So I course-corrected and transferred.

When it came time to go to grad school, I had learned my lesson: a proper urban center was a non-negotiable item. So I moved to Philadelphia and absolutely fell in love with the city's walkability, historic scale, and nightlife. It also didn't hurt that I could take a Chinatown bus to Manhattan for $10.

In fact, when I temporarily returned to the suburbs of Toronto after school — before once again moving into the city — I vividly remember missing Philly. I missed its urbanity. I missed walking everywhere. It was either that, or I just missed the good old "special" at Bob and Barbara's on South Street.

Since moving back to Toronto after school, I have yet to live beyond the confines of High Park, St. Clair Avenue, and the Don River. Maybe one day I will, or maybe I won't. The oldest parts of our city have always felt the most like home to me.

Sure, I also have a deep love for the mountains, but when I daydream about places where I could really live, my mind always goes to big cities like Paris, Tokyo, and Rio de Janeiro (city and mountains!).

I'm not here to impose my views (just write about them). We all have our lifestyle preferences. And I can appreciate that, for many, like Ben, the suburbs offer a compelling value proposition. His view is also supported by history: new technologies do often have a decentralizing effect on cities.

Cover photo by TangChi Lee on Unsplash

Today, Amazon ships approximately 72% of its own packages. This is up from about 47% in 2019. Ben Thompson of Stratechery recently published an excellent article talking about why this is important and how the company’s investments in logistics are, yet again, paying dividends.

The foundation of Amazon’s “moat”, Ben argues, is aggregating customer demand. When most people buy something on Amazon from a third party merchant, they think and feel as if they're buying directly from Amazon. Some people probably don’t even appreciate the difference and in most cases it probably doesn't matter. It comes in a box with Amazon's logo on it and that's that.

But it's an important distinction because if you're a third party merchant, Amazon pretty much "owns" your customers. They are the ones aggregating demand. They have the brand equity and loyalty. And if you left the platform, your customers would be unlikely to follow you.

This is kind of the opposite of how Shopify's ecommerce platform works. When you operate a Shopify store you are using their platform, but you are bringing your own brand, web domain, and other assets to it, such that you can now establish a more direct relationship with your customers. This doesn’t mean that Shopify doesn’t have a moat, it’s just something different.

All things being equal, most businesses would rather “own” their customers than not. The problem right now is that shipping and supply chains are no joke, and so there are real advantages to being on Amazon and having them handle your fulfillment. It could mean the difference between getting your products out for Christmas, or not.

So all things are not equal.