zlacker

>>mdp202+(OP)
Amazon is not a secret weapon, poison pill maybe?

This is a company that is actively shooting itself in the foot on all fronts and by the time they realize it’s gone too far they won’t be able to turn the ship fast enough.

>>Action+qY1
People desperately want Amazon to be failing but it just isn't. They made 30 billion in profit in 2023. The rumors of Amazon's demise are greatly exaggerated.

>>BadHum+x02
It’s not that people are wanting them to fail, just that they are being so anti everything whilst their competitors amass.

I’ve got friends who’ve moved from AWS-centric roles to Azure-centric, prime is a dead product walking, twitch is unprofitable, Alexa is dead, and their original business is squeezing users, drivers, and employees. A strong viable Amazon.com alternative and they are done.

>>Action+X82
Sure, a store where you can buy literally everything and have it delivered in days, and they're done.

>>amadeu+xb2
You've just described a whole slew of online stores, their logistics aren't on par yet, but they will be.

>>Action+xd2
Logistics is definitely Amazon's biggest moat. Second biggest would probably be their customer service.

>>jdiez1+Jd2
Customer service is just a bot, and anyone can have one of those

>>dylan6+Fk2
What I mean by their customer service moat is that they can afford to give full refunds at the slightest inconvenience to the customer.

>>jdiez1+Tl2
I've never looked at the market place terms vendors agree to, but I can imagine return claw backs are a thing. Very similar to credit card merchant agreements for charge backs. A very lax return policy on Amazon doesn't have to be expensive to Amazon.

>>dylan6+7n2
I'm not just talking about money. They can set whatever terms they like with vendors because selling on Amazon is a very attractive business for independent dropshippers etc.

>>jdiez1+6s2
How about you describe what your thinking here is, because as of now all your doing is trying to counter my comments by saying "no". You're adding nothing to why you think the moat exists and no other online vendor can compete with it.

>>dylan6+ks2
I don't have the inclination to hunt for evidence for you. I'm not saying other companies can't do it. But it will be hard because of the capital/scaling/network effect requirements that Amazon has today.

This is my opinion and I'm not trying to convince you of it. Have a nice day.