Ben Thompson’s weekly Stratechery article this week is a doozy: it’s a profile of Jeff Bezos, the soon-to-sort-of-retire CEO of Amazon, and what makes him perhaps the most effective and impactful startup founder in history.
Bezos is one of those interesting characters that’s perhaps simultaneously over- and under-rated. Fawned over by business bros for his (important!) drive and determination, people spend less time focusing on just how visionary he was at several key junctures, and perhaps underestimate the impact of those visions on the global economy. He spotted the unique potential of the internet from a retail perspective, creating a store that could only exist on the internet; he spotted the unique potential of creating computing primitives that could be used internally by Amazon but also be built into the behemoth that is Amazon Web Services; and he spotted the unique potential of becoming a platform rather than merely a retailer.