I guess that’s why the Amazon model works: if you warehouse and deliver, then you cut out a lot of the fraud.

Sellers gotta deliver one way or another anyway so building out that logistics doesn’t add much friction to the whole process at scale. If things turnover quickly enough, the first mile benefits exceed the warehousing expense.

Amazon's return policy is also getting pretty bad. There's a lot more third party sellers on the platform and occasionally users sent incorrect items get their refund refused because "item not returned" which is extremely frustrating when it happens. They're also kicking more people off for returning large numbers of items.

And as to GME trying to shift to that they did attempt that already, it was one of RC's first attempts at pivoting back in 2022, they added something like a million square feet of warehouse and fulfillment and it didn't really work.