4 ms·

I think the world would be a better place if AWS and Amazon retail were split. AWS is such a cash cow that it lets Amazon win scorched earth wars of attrition w

I think the world would be a better place if AWS and Amazon retail were split. AWS is such a cash cow that it lets Amazon win scorched earth wars of attrition with almost anyone it wants, which is not likely to end well for the consumer in the long run. I don't know that the legal case against Amazon is quite as clear cut though. Facebook, on the other hand...

jaywalk 6y ago
Just off the top of my head, I can see three parts that Amazon should be broken into: AWS, Amazon (the store) and AmazonBasics.
- Nasrudith 6y ago
  So when will they go after everyone else in this index? https://en.m.wikipedia.org/wiki/Category:Store_brands https://en.m.wikipedia.org/wiki/Category:Store_brands Seriously what is with that talking point and how the hell did it get people conditioned to accept that novel nonsensical standard as "the way things should be"? It is like an algorithim was run on random complaints against Amazon after it was told to filter on "item arrived broken" after it kept just spitting out the least helpful 1 star reviews.
hef19898 6y ago
I started to suspect a AWS / Retail split up, a voluntar one, as far back as 2017. I also assumed that the stock price of 1,000 $ at that time reflected that already. I guess I got that very, very wrong. It is absolutely true so, that AWS is Amazon's cash cow making all the rest possible. And the rest is driving Amazon's cashflow. Pretty neat set-up, if you ask me.