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Well as an investor, what big box retailer is able to compete with Amazon? Walmart and Target all have to keep stores open, Amazon doesn’t. It’s like the Tesla
by uptownfunk 4y ago
Well as an investor, what big box retailer is able to compete with Amazon? Walmart and Target all have to keep stores open, Amazon doesn’t. It’s like the Tesla of retail. On the cloud side, maybe azure and gcp are catching up but the pace and mechanisms for launching new businesses at amazon are well oiled, it’s going to be hard to compete.
Burn out culture is changing in many orgs, and the world is constantly churning out a fresh supply of labor ready and eager to jump in and get the job done. On the retail/fulfillment side, the time is coming for automation which will displace many workers. Overall very bullish on Amazon, and more so if they start cutting the fat.
- relaunched 4y agoIt's unclear that stores are a disadvantage. Arguably, they've become more of an advantage and continue to evolve in that direction. From a supply chain point of view, having micro distribution / fulfillment centers makes a lot of sense.
- uptownfunk 4y agoHow are stores an advantage? For things people don’t need to go to a store to see/try in person, amazon needs to figure out how to get things to people when they need them. For things people need to try before they buy, Amazon needs to make it incredibly easy to put it back (return) the item, and also focus on tech innovation (ar/vr) to improve the purchasing experience. On the cloud side they need to reckon with what will happen when we go to a multi cloud world. And then the limiting factor becomes the product/tech innovation itself. The issue with innovation in the long run is that everyone is able to provide an offering as OSS continues to grow more prevalent. At that point you may see more rapid acquisition for better vetting and faster time To market.