They're so awful at all of it that they got it done better than the competition consistently for a decade. Maybe you underestimate how awful the competition is.

They're so awful at all of it that they got it done better than the competition consistently for a decade. Maybe you underestimate how awful the competition is. I've seen a lot of logistics and warehouse firms. They're consistently full of bullshit and inefficiencies. The latter come from politics or avoiding sensible investments. Amazon could apply their same principles of cost-effective retail, logistics and software to IT to come up with a cloud. It's not a huge leap or anything. Just requires different talent hired to focus on the concept with same principles. It helps that the competition that did pay on demand for enterprises kept prices up and tech proprietary as much as possible. Not too unlike some of Amazon's retail competition in brick and mortar.