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Marty Note
Excellent bricks vs. clicks rant here by Scott Galloway. We agree with about half of what he says and note our disagreements here: http://www.curagami.com/news/the-future-the-4-horsemen-amazon-apple-google-facebook/
Biggest disagreement is defining Amazon as a "e-retailing pure play". That is nonsense. Amazon is an INFORMATION pure play and they are agnostic about where information takes them. Professor Galloway is going against trend here.
Are we really all going to start piling in our cars and buying on our phones to ship to store? Maybe and I like his Best Buy example, but Amazon can zero out any advantage bricks and clicks brings in about a day.
As I noted in the post, we all can. There is so much SPACE out there waiting for stores we could start up a multi-point store system in a matter of days. We don't see bricks as the distinct advantage Scott does. Not by a long shot.
We see the world moving to digital goods and away from hard goods. That doesn't bode well for anyone NOT in the information business. Galloway even notes Amazon functions as a search engine as much as an e-retailer. That advantage doesn't erode fast. He needs to see my pagespread chart showing Amazon with millions of pages indexed vs. next closest competitor (Apple).
His points about mobile, search and Google feel correct. Search is changing and he gets one of the forces right - appification. Apps = search less, so appying up is a good idea. Run out and open 100 stores? Not so much, at least not unless the Renaissance Galloway preaches looks like a reality.
