3 ms·
This is an interesting question. The e-commerce business seems to provide a near limitless opportunity for fixed investment towards getting your items to you f
by seizethecheese 11y ago
This is an interesting question.
The e-commerce business seems to provide a near limitless opportunity for fixed investment towards getting your items to you faster. At what point will Amazon no longer have opportunities to invest in better logistics? 1 hour delivery for everything? There are hundreds of billions of dollars worth of investable opportunities there.
On the AWS side, I struggle to see a comparison. Yes, they need to build more infrastructure to scale the service, but there seems to be a saturation point. Where is the equivalent "last mile"?
- discodave 11y agoCurrent global IT market is trillions of dollars, AWS is ~10B... lots of room there.
- seizethecheese 11y agoOf course there's room, but there aren't obvious ways to deploy billions of dollars. Products need to be developed for AWS, whereas for the e-commerce business there is a much stronger link between investment and ROI it seems.