EP284 - 2022 Annual Predictions h 2021 Predictions Recap Jason: Made to Order apparel business > 9 figures Yes Retailer offers viable health alt insurance option to consumers No Grocery E-Com > 10% someone deploys(not pilots) MFC Yes Amazon Shopify Competitor (shipping solution) No Retail Media > $20B Yes Bonus – More store closures in 2021 than 2020. No Jason Total Score: 3 of 5 Scot: Amazon move to same day prime by opening a huge wave of neighborhood DCs (near DSPs) Yes Shipping (Shopify) – launch own DSP No Shopify marketplace No 'zero friction addiction' sticks – I've seen 30-40% repeated a lot, I think it's 60-80%. commerce penetration says at 16% or better in 2021. Yes spac/ipo? Dnvb wave Yes Bonus: post-covid anti-consumerism/materialism wave No Scot Total Score: 3 of 5 We have a tie, including the tie-breaker. Here are some relevent links: eMarketer recap of Retail Media Networks Bricks Meets Clicks analysis of digital grocery space 2022 Predictions Jason: NFTs, Web 3, Metaverse, and Ultrafast delivery services are all overhyped and d