Now begins the monopoly, rent seeking, price hikes.
Jeff Bezos has confirmed Amazon’s growth is slowing
61–70 of 110 posts
Re: Jeff Bezos has confirmed Amazon’s growth is slowing
#62isn't there an upside? feels like a return to bricks-and-mortar competition is good, not bad. well.. depends if you own amazon shares or not. Im a non-direct shareholder, my pension fund might have a consequence but I'd expect it to be both sides of this anyway. totally feels like an upside to me.
> a return to bricks-and-mortar competition That's not what is happening at all. Amazon dominates the ecommerce market, is still growing like crazy, is even still growing faster than the overall ecommerce market, and the ecommerce market is growing faster than the overall retail market. No return to bricks-and-mortar competition remotely in sight here. It's a pity the spin in the article seems to have been accepted s…
Well, thats a shame then. I might add I believed it because of the false assumption "what I do is what everyone does" and I stopped using AMZN and buy in bricks-and-mortar deliberately for a reason.
I do however, in some cases continue to buy online but from shops direct, not via their Amazon channel.
I assumed the background was this is a "thing" but your story makes more sense: the rate of growth of underlying trends makes a single-line measure "drop" but it isn't what they say it is, its a decline in relative scale.
Re: Jeff Bezos has confirmed Amazon’s growth is slowing
#63It’s always weird to me when this kind of things is treated as bad news: they haven’t said they’re shrinking, literally that they aren’t growing as fast . I mean I don’t particularly like amazon but this kind of reporting irks me.
The market demands more. It isn't reporting it is expectations.
the market is stupid.
:D :D :D (I recognize that we're in the realms of irrationality of the market)
Re: Jeff Bezos has confirmed Amazon’s growth is slowing
#64Earlier quoted context omitted.
I honestly think this is overblown on HN. We must have placed more than 100 orders a year as a family for approaching a decade, and I don’t think we’ve ever had a counterfeit. Not sure if it’s different in the UK.
It is definitely not overblown. Easy to do simple searches on Amazon and compare to a site that doesn’t rely on 3rd party sellers like Best Buy. If you searched “wireless headphones” the top results are all knock off airpods and other suspect cheap Chinese made electronics with thousands of likely fake reviews. It’s a joke
> If you searched “wireless headphones” the top results are all knock off airpods and other suspect cheap Chinese made electronics with thousands of likely fake reviews.
But isn't it a feature of all on-line shopping? If you type a generic query like this, you'll always get generic garbage as results. If you want to buy quality items, you search directly for those items - by their exact name or SKU.
E-commerce storefronts are not useful for product discovery.
Re: Jeff Bezos has confirmed Amazon’s growth is slowing
#65Earlier quoted context omitted.
The market demands more. It isn't reporting it is expectations.
the market is stupid. :D :D :D (I recognize that we're in the realms of irrationality of the market)
I would love to know what percent of stock market decisions are meta-decisions. In other words, most discussion of the market discuss it in idealized terms - as if it's largely made up of rational actors making long-term decisions - but it doesn't seem like that's the driving force for market swings. It seems more like it's a bunch of people trading speculatively on how a collection of rational actors should react to news.
Re: Jeff Bezos has confirmed Amazon’s growth is slowing
#66It’s always weird to me when this kind of things is treated as bad news: they haven’t said they’re shrinking, literally that they aren’t growing as fast . I mean I don’t particularly like amazon but this kind of reporting irks me.
Because the stock price has factored in the growth. A slow down in growth means the stock price has to come down. It is bad news for the stock holders.
Re: Jeff Bezos has confirmed Amazon’s growth is slowing
#67It’s always weird to me when this kind of things is treated as bad news: they haven’t said they’re shrinking, literally that they aren’t growing as fast . I mean I don’t particularly like amazon but this kind of reporting irks me.
Because the stock price has factored in the growth. A slow down in growth means the stock price has to come down. It is bad news for the stock holders.
> Because the stock price has factored in the growth. A slow down in growth means the stock price has to come down.
Not necessarily. Maybe the market has factored in a slow-down in growth.
Re: Jeff Bezos has confirmed Amazon’s growth is slowing
#68Earlier quoted context omitted.
The market demands more. It isn't reporting it is expectations.
the market is stupid. :D :D :D (I recognize that we're in the realms of irrationality of the market)
The market is quite rational. Fast growth, price up. Slow growth, price down. It's just the market measuring different things from what people expect.
Re: Jeff Bezos has confirmed Amazon’s growth is slowing
#69It’s always weird to me when this kind of things is treated as bad news: they haven’t said they’re shrinking, literally that they aren’t growing as fast . I mean I don’t particularly like amazon but this kind of reporting irks me.
Capitalism demands neverending growth, despite loads of limitations that make that physically impossible. Marx already recognized this, but 150 years later we're still pretending this is not the case.
Re: Jeff Bezos has confirmed Amazon’s growth is slowing
#70Earlier quoted context omitted.
Because the stock price has factored in the growth. A slow down in growth means the stock price has to come down. It is bad news for the stock holders.
> Because the stock price has factored in the growth. A slow down in growth means the stock price has to come down. Not necessarily. Maybe the market has factored in a slow-down in growth.
If the slow down was expected, it's factored in. If it's a surprise, not.