2 ms·
Perhaps "machine learning company" is a better description. Their primary economic moat is the scale of their established customer base, allowing for product re
by avar 8y ago
Perhaps "machine learning company" is a better description. Their primary economic moat is the scale of their established customer base, allowing for product recommendations, trusted reviews etc.
> their core business is sales,
> warehousing and order fulfillment
Are you seriously suggesting that if I had even half a billion dollars and bought a sales agency, a warehouse, and an order fulfillment business that I'd be in any position to compete with Amazon?
> We don't call Airbus a Tech
> company either.
Perhaps we would if there were only 3-5 airlines in the world, and all of them made their own planes (had their own proprietary server technology and top-down tech stacks), and some had de-facto monopolies in certain areas of the world (Kindle for books, YouTube for video).
What does being banned from YouTube even mean in this comparison? I have no idea. This is why these new business models are something regulators are still catching up to.