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Former Amazon employees bake Bezos principles into their startups

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Re: Former Amazon employees bake Bezos principles into their startups

#61

Earlier quoted context omitted.

You just articulated basically every complaint I have about buying anything from Amazon. It seems unarguably true that I can’t buy anything from them if I can’t find it. So, why is it so hard to search for anything I don’t already know the exact name of?

So much of the result of a search is now explicitly advertising. Amazon now has a new incentive to sell ads and display those ads as often as possible, whereas before their only goal was to return relevant results to the customer making the search.

You can say the same about Google search, yet their organic results are still quite relevant. Isn’t Amazon supposed to be focusing on the customer?

Re: Former Amazon employees bake Bezos principles into their startups

#62

What I hear from Amazonians in Seattle is that the culture is markedly different today than it was 5-10 years ago. That shouldn’t be surprising. Things are slower now and layered. VPs report to VPs who report to VPs. More politics. More focus on competitors. Less belief in the upside. Using Jeff’s words: We are well into Day 2. As a result, great people are leaving in droves. Satya managed an incredible cultural and…

Amazon doesn't need a turnaround. Entire industries are afraid of its relentless march to perfect execution at the lowest possible price. It's only accelerating in new developments and innovation and is far from its peak.

> to perfect execution

Their retail business is pretty far from perfect. Just a few days ago I got my first obviously fake product that was "sold by Amazon".

Re: Former Amazon employees bake Bezos principles into their startups

#63
post #27

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Are we sure that Amazon is stagnating right now like Microsoft was though? A more appropriate question might be along the lines of who could prevent sliding into the Ballmer-Microsoft-like Stagnation.

There was never any stagnation at Microsoft other than in the stock price. Have a look: [1] [2] - what changed really was simply the price/earnings multiplier, not really the underlying fundamentals. Though this is very important, I don't think it's the most important part of the Ballmer culture era. Revenues and product line expansion grew phenomenally, Ballmer brought huge new business lines and the cloud into the…

Sad to see this downvoted. Balmer moved MS into the cloud defeating IBM and into hardware over Gates' objections. He was imperfect and underrated. Microsoft under Nadella is built on Ballmer's shoulders.

Re: Former Amazon employees bake Bezos principles into their startups

#64
post #19

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I think you'd be a lot less impressed if you'd received any packages through their fulfillment services. Literally every single driver I've had has lied about attempting a delivery, usually multiple times, then flat out lied and said the package was delivered. The package will then show up 2-3 days later, defeating the purpose of paying for prime or faster shipping. Customer support for these issues is kafkaesque. "H…

I now get photos of my package when it was delivered.

A local Amazon delivery driver was just found to have been taking the photos then swiping the package. The only reason he was caught was someones Ring doorbell. If anything the package photos are to help Amazon refute claims.

I don't know the pay structure for Amazon drivers, but I would not be surprised that we are giving up "trustworthy" drivers for the cheapest option Amazon can provide at scale. I've heard working at UPS as a driver is a great job long-term for some people perhaps leading to more integrity, but I'm just speculating. Maybe I'm wrong but I trust UPS or FedEx with my packages more than Amazon or their flex drivers.

Re: Former Amazon employees bake Bezos principles into their startups

#65
post #62

Earlier quoted context omitted.

Amazon doesn't need a turnaround. Entire industries are afraid of its relentless march to perfect execution at the lowest possible price. It's only accelerating in new developments and innovation and is far from its peak.

> to perfect execution Their retail business is pretty far from perfect. Just a few days ago I got my first obviously fake product that was "sold by Amazon".

They're simply ignoring massive rates of fraud in their store so they can profit from it, and have been for... what, over half of their existence, at this point? ("oh but we're trying, no really we are, but it's just soooooo hard" uh how about you shut off the features that enable massive amounts of fraud until you can fix it, then, and if you can't fix it I guess you'll have to leave them off? Oh, right, you're making mountains of money from it, I forgot)

I frankly can't believe the way the operate is anywhere near legal.

Re: Former Amazon employees bake Bezos principles into their startups

#66
post #58

How do you beat Amazon.com? How do you beat AWS? How do you survive if Jeff Bezos has his eyes on your market? Could an antitrust case break them up?

> How do you beat Amazon.com?

Trustworthy product reviews, higher quality products, fewer/zero counterfeits, reliable shipping (based on arrival), and/or secure and convenient pickup at more accessible locations.

Subscription services (StitchFix, BarkBox, etc) and manufacturer direct (Drop.com, there are others) seem to be doing fine without 2day shipping on every product in existence. Probably because their customers are getting good products delivered reliably.

Re: Former Amazon employees bake Bezos principles into their startups

#67

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Was it cool to copy Jobs 20 years ago, after NeXT but before OS X, iPod, and iPhone? I don't think so. Was it cool to copy his asshole traits before he was kicked out the first time? I would have been too young to know. I am not sure how widely they were publicized. Anyway, I am not the biggest Amazon fan, but if what they are imitating are things like "customer focus" as claimed in the article and it's not a euphemi…

I would say if there was any lull in Jobs' popularity it would have been between when he was fired in '85 to the early '90s, by '96 Pixar had released Toy Story and Jobs had been Acqui-hired back by Apple. OS X, iPod, and iPhone are far from his first successes. Through this time he worked with thousands of people and was an asshole the whole time, so when people saw his trajectory in the 90s after his fall in the 80…

I think some of this view of Jobs needs to be anchored to the subsequent successes. Imagine if he had rejoined in '96 [when Apple seemed doomed] but then didn't churn out a bunch of successful projects ... In 1999 the outcome wasn't clear yet.

I totally believe you on terms like "bar raiser" and "accountability". (Never worked at Amazon but did have a stint in Seattle). These are tingling my "corporate bullshit" senses strongly. But I'll still say a term like "customer focus", if it's correctly applied, is very important.

Re: Former Amazon employees bake Bezos principles into their startups

#68
post #55
post #27

Earlier quoted context omitted.

There was never any stagnation at Microsoft other than in the stock price. Have a look: [1] [2] - what changed really was simply the price/earnings multiplier, not really the underlying fundamentals. Though this is very important, I don't think it's the most important part of the Ballmer culture era. Revenues and product line expansion grew phenomenally, Ballmer brought huge new business lines and the cloud into the…

Selective memory? Google made this thing called Android. What was Microsoft doing?

Selective memory? MS launched XBOX into one of the world's largest markets (gaming) what was Google doing?

Ballmer re-orged MSFT's entire business model, and launched most of the platforms and services from which they derive their revenue today.

What has Satya done, materially, do improve MS revenue? In terns of new products, services or op models, etc?

We all love MS code, but it's not that important. Linux on Azure was a market-driven inevitability.

We'll have to wait and see to really judge, just as it's only really now becoming clear what Ballmer did and did not.

Re: Former Amazon employees bake Bezos principles into their startups

#69
post #27

Earlier quoted context omitted.

There was never any stagnation at Microsoft other than in the stock price. Have a look: [1] [2] - what changed really was simply the price/earnings multiplier, not really the underlying fundamentals. Though this is very important, I don't think it's the most important part of the Ballmer culture era. Revenues and product line expansion grew phenomenally, Ballmer brought huge new business lines and the cloud into the…

From my recollection, Ballmer continually overpaid for random acquisitions that screamed “in the moment hot thing” versus well-thought, strategic. From an outsiders view, the whole we must take over the world syndrome manifested into trying to buy a way into everything that could be big versus fit well with Microsoft.

You mean like Google's $3.2 B acquisition of Nest, which has nothing to do with their core offer and is losing money? Or FitBit, another money losing entity for $2B? Or Alphalbet's other substantial moonshot investments none of which have panned out? They're all 'strategic' but that's what all bad investments are pinned as.

I think your statement might be driven by narrative (which is my point about Ballmer's public perception) because if you have a look at the acquisitions, I don't think MS comes out looking bad at all next to G.

Have a look at G's acquisitions [1] , and MS [2]

MSFT looks actually a little more tame by the numbers.

Satya will have to do much more than amp up all the products and services that Gates and Ballmer launched in order to keep the reputation he has right now.

[1] https://en.wikipedia.org/wiki/List_of_mergers_and_acquisitio...

[2] https://en.wikipedia.org/wiki/List_of_mergers_and_acquisitio...

Re: Former Amazon employees bake Bezos principles into their startups

#70

Earlier quoted context omitted.

My criticism of Amazon's values are (1) they are (generally) not values and (2) they can be used to justify essentially any action. We tried to be mindful of that with Oxide's values which are very much values (and not management bromides or all-hands claptrap) and we are explicit about the fact that (as values) they can come into tension: we explicitly ask applicants to describe a time when two of our values have co…

Out of curiosity, what kind of research went into articulating Oxide’s culture?

Honestly, we just sat down and figured out the values that really bonded us: values that we deeply shared, not merely aspired to. There are some values in there that are subtler than they look -- but that the three of us hold very deeply...
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