Niles
Commodity prices are under pressure because costs are up.
Copper is going to run out. There's only a handful of pure copper plays, and everyone's looking at them. The big guys would love to have that copper, but shareholders don't want that copper to disappear under the umbrella of iron ore.
Calm down FTC scrutiny. Expected an FTC antitrust suit.
Amazon used product data of sucessful retailers who used Amazon to make copies or whatever, and those sold well. Felt to be unfair. Have to compete with Amazon, who owns the platform. Scrutiny. Stopped doing this, reportedly.
From 45 inhouse brands, 250k products, to under 20.
Who made the decision at Amazon to do this?
Amazon's 2-day shipping isn't the amazing service it was before. Now others do this too, and they have to compete.
AI, if everybody has it, nobody has it - Damodaran