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I don't really understand what you mean - it's not like others can just decide to aggressively come after them when it comes to fulfillment. It takes enormous s
by awillen 4y ago
I don't really understand what you mean - it's not like others can just decide to aggressively come after them when it comes to fulfillment. It takes enormous scale to be able to do that. In every part of logistics, Amazon's scale acts as a moat.
- relueeuler 4y agoIt’s capital intensive! They have a huge moat that has been developed for two decades. People are really understating the problem.