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>Logistics part of Amazon has expressed a desire to become the "4th flywheel" of Amazon I'm not surprised at all if this is the long term game plan. I'm curiou

>Logistics part of Amazon has expressed a desire to become the "4th flywheel" of Amazon I'm not surprised at all if this is the long term game plan. I'm curious though, what are the first three flywheels? AWS, retail sales, and what? Alexa/Kindle devices? Prime Video? Advertising? All of those seem like strong contenders but I'm not sure they really rival the AWS/retail arms (yet).

BikiniPrince 6y ago
Retail, ec2 and digital I would presume. Digital has the kindle, video and other media services.
- discodave 6y ago
  Incorrect, see my other comment.
veesahni 6y ago
My guess - marketplace, aws, and prime
- discodave 6y ago
  Correct, see my comment above.
petra 6y ago
Retail, AWS, Ads.
- discodave 6y ago
  Incorrect, see my other comment.
discodave 6y ago
The three are: Prime, Marketplace (3rd party), AWS. > After two decades of risk taking and teamwork, and with generous helpings of good fortune all along the way, we are now happily wed to what I believe are three such life partners: Marketplace, Prime, and AWS. Each of these offerings was a bold bet at first, and sensible people worried (often!) that they could not work. But at this point, it’s become pretty clear how special they are and how lucky we are to have them. > With good execution and a bit of continuing good luck, Marketplace, Prime, and AWS can be serving customers and earning financial returns for many years to come. From the Amazon 2014 letter to shareholders: https://s2.q4cdn.com/299287126/files/doc_financials/annual/AMAZON-2014-Shareholder-Letter.pdf https://s2.q4cdn.com/299287126/files/doc_financials/annual/A... It's kinda interesting that Devices (Alexa/Kindle) and 1st party retail are not called out as flywheels. Advertising and Alexa are other candidates for the next flywheel I believe. I think the reason they're not there yet is that they're not self-sustaining, i.e. like Logistics, they're growing but their growth is driven by the other flywheels.

BikiniPrince 6y ago

Retail, ec2 and digital I would presume. Digital has the kindle, video and other media services.

discodave 6y ago
Incorrect, see my other comment.

veesahni 6y ago

My guess - marketplace, aws, and prime

discodave 6y ago
Correct, see my comment above.

petra 6y ago

Retail, AWS, Ads.

discodave 6y ago
Incorrect, see my other comment.

discodave 6y ago

The three are: Prime, Marketplace (3rd party), AWS. > After two decades of risk taking and teamwork, and with generous helpings of good fortune all along the way, we are now happily wed to what I believe are three such life partners: Marketplace, Prime, and AWS. Each of these offerings was a bold bet at first, and sensible people worried (often!) that they could not work. But at this point, it’s become pretty clear how special they are and how lucky we are to have them. > With good execution and a bit of continuing good luck, Marketplace, Prime, and AWS can be serving customers and earning financial returns for many years to come. From the Amazon 2014 letter to shareholders: https://s2.q4cdn.com/299287126/files/doc_financials/annual/AMAZON-2014-Shareholder-Letter.pdf https://s2.q4cdn.com/299287126/files/doc_financials/annual/A... It's kinda interesting that Devices (Alexa/Kindle) and 1st party retail are not called out as flywheels. Advertising and Alexa are other candidates for the next flywheel I believe. I think the reason they're not there yet is that they're not self-sustaining, i.e. like Logistics, they're growing but their growth is driven by the other flywheels.