Interesting points and Amazon is a great company not disputing that but the older I get the less I want. My spending on Amazon has fallen over the last 18 years to so little I am thinking about dropping Prime.
AWS is in a competitive market with Google, MS, etc.
Logistics are more self serving for Amazon in my opinion. I'm under the impression their planes are used to move fright between US Hubs and maybe to bring higher dollar freight from China instead of 2 weeks on the water. Walmart already leases (and has for years) it's own container ship. It's on a 1 month month cycle out of China. Container ships typically sail out every Friday night out of China. Spend two weeks loading and 12 days on the water to US and Canadian ports. So Walmart still uses others to ship freight. The last mile for delivery is also competitive, USPS, UPS, FEDEX, DHL, etc, aren't going to sit still. Trucking is incredibly competitive industry. Most fright moves by rail coast to coast with trucks picking up at regional terminals. There is still a lot of long haul but it's more expensive. A full 52ft trailer from NY to TX can run around $1700, it's the LTL where most Truckers make their money. I was under the impression that Amazon leased trailers and didn't lease any tractors. Giving private operators contracts to haul.
No cash register stores might be a hit with some folks but price is really important to a lot of America if you have a family. I also wonder if RFID ink could be used for bar codes where you just push your cart through a reader portal and it scans the whole cart at once. No lines and seconds to check out with just the bagging to do.
I appreciate what Amazon has done. They basically made anyone they compete with become more efficient. Quite the driving force and fantastic for the consumer. Lets hope they continue.
AWS is in a competitive market with Google, MS, etc.
Logistics are more self serving for Amazon in my opinion. I'm under the impression their planes are used to move fright between US Hubs and maybe to bring higher dollar freight from China instead of 2 weeks on the water. Walmart already leases (and has for years) it's own container ship. It's on a 1 month month cycle out of China. Container ships typically sail out every Friday night out of China. Spend two weeks loading and 12 days on the water to US and Canadian ports. So Walmart still uses others to ship freight. The last mile for delivery is also competitive, USPS, UPS, FEDEX, DHL, etc, aren't going to sit still. Trucking is incredibly competitive industry. Most fright moves by rail coast to coast with trucks picking up at regional terminals. There is still a lot of long haul but it's more expensive. A full 52ft trailer from NY to TX can run around $1700, it's the LTL where most Truckers make their money. I was under the impression that Amazon leased trailers and didn't lease any tractors. Giving private operators contracts to haul.
No cash register stores might be a hit with some folks but price is really important to a lot of America if you have a family. I also wonder if RFID ink could be used for bar codes where you just push your cart through a reader portal and it scans the whole cart at once. No lines and seconds to check out with just the bagging to do.
I appreciate what Amazon has done. They basically made anyone they compete with become more efficient. Quite the driving force and fantastic for the consumer. Lets hope they continue.