4 ms·
It seems to be quite bad for the AA in FAANG. Or at least one of them I don't think any analysis is valid right now since we don't know what long term even mea
by unlinked_dll 7y ago
It seems to be quite bad for the AA in FAANG. Or at least one of them
I don't think any analysis is valid right now since we don't know what long term even means at this point.
I think the companies that will benefit will be entirely unpredictable, because we're about to fall into a steep descent in our gradient and the optimization of companies business models and products is about to get crazy. Just like '08 and '01.
- norswap 7y agoHow can this possibly be bad for Amazon? Deliveries will explode as long as the post keeps running. More web usage also = wins for AWS.
- unlinked_dll 7y agoDeliveries take warehouses, truck drivers, ports, and air travel. Especially for things from China. I've already tried buying some stuff I'd normally get at a store from Amazon and the lead time was questionable.
- totalZero 7y agoThe lead time for many items is questionable due to demand. Think about the volume of Amazon Pantry orders right now.