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Amazon buys 11 Boeing 767s to expand its cargo fleet

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Re: Amazon buys 11 Boeing 767s to expand its cargo fleet

#111
post #98
post #36

Earlier quoted context omitted.

Right now Ryanair has almost 200 737-800MAX on order, significant amount of these were added during MAX grounding as the prices went down a lot. Bold looking move again, but still shitiest airliner out there

Ryanair today is not what it was even five years ago -- they did transition to a much more customer friendly airline crowned in 2018 by a new baggage and boarding policy https://corporate.ryanair.com/news/new-bag-policy-from-novem... Just buy priority, it's 6 EUR , it's nothing. Their app is well designed and easy to use. You can contact them via chat and it's free. Ryanair is OK. Yes, you need to understand they wil…

There's not a lot to go wrong in the space of few hour and objective as simple as getting A to B in terms of customer experience.

Somehow, some companies still mess it up.

Re: Amazon buys 11 Boeing 767s to expand its cargo fleet

#112

Earlier quoted context omitted.

Isn't this essentially what they're doing with Amazon Basics and probably almost every other Amazon-owned brand? They will let sellers scout products, and then squeeze them out after they have a product that's proven to move. It's better for Amazon this way, you can externalize lots of risk while still making a fat commission + assorted fees.

They do the same thing at Whole Foods with their 365 brand.

and at Costco with Kirkland and Wal-Mart with great Value and Target and something

Re: Amazon buys 11 Boeing 767s to expand its cargo fleet

#113
post #66

Earlier quoted context omitted.

Boeing isn't really gaining much from this. The 767s Amazon is acquiring are ex-Westjet (previously Qantas) and Delta passenger aircraft, and likely last saw a Boeing factory somewhere around 15-25 years ago. That said, Alaska just put in another order for MAXes, and Ryanair is buying more as well. Part of why these 767s were available for Amazon to purchase at all were due to the industry model shifting and airlines…

A MAX will certainly crash again, as all aircraft types occasionally do. Whether this shakes public confidence will be how soon it happens, and (secondarily) for what reason.

Reason would be really important. One MAX crashing from something like the SeaTac Q400 incident[1] wouldn't affect Boeing at all.

[1] https://en.wikipedia.org/wiki/2018_Horizon_Air_Q400_incident

Re: Amazon buys 11 Boeing 767s to expand its cargo fleet

#114
post #79

Earlier quoted context omitted.

Maybe the people at the FAA in the 1950s who wrote the so-called 60-minute rule missed your point, but I don't know what to tell you.

The 60-minute rule does not explain or justify your 133% claim with respect to four-engined aircraft - in fact, it is evidence against it: in practice, four-engined airliners, unlike twins, could tolerate more than a single engine failure.

I just looked at a few airliners, and the 2-engine aircraft all had significantly higher power to weight ratios than the 4-engine aircraft.

Re: Amazon buys 11 Boeing 767s to expand its cargo fleet

#115

Earlier quoted context omitted.

This is likely a net good for the consumer, since it nominally lowers costs, increases reliability, and reduces time to delivery. However, there is an antitrust risk of monopolization. It's a case in which Amazon, the producer and the consumer have aligned interests, until Amazon turns around and screws everyone who have become dependent. Undercapitalized niche middle men still running on ancient oasis merchant middl…

Good for US consumers, bad for US manufacturers.

Bad for US resellers and drop shippers. But I can't see it having much impact on US-manufactured goods.

Re: Amazon buys 11 Boeing 767s to expand its cargo fleet

#116
post #84

Amazon's air safety record is less than stellar. Prime Air had a fatal 767 incident in early 2019. https://www.ntsb.gov/investigations/AccidentReports/Pages/AA... In the accident flight, the first officer (FO) inadvertently activated the "go around" mode during landing, then, in surprise, pushed the airplane into the ground. > According to one check airman at [FO's previous airline], the FO could explain things well…

Amazon doesn't operate the planes it leases (and now, owns), as noted by the first sentence of that accident report.

Re: Amazon buys 11 Boeing 767s to expand its cargo fleet

#117
post #58

Earlier quoted context omitted.

Where do you get that 133% figure from? you appear to be suggesting that a four-engined aircraft could only tolerate the loss of a single engine, but if that were the case, four-engined aircraft would always have been more vulnerable to loss on account of an engine failure over the ocean than twin-engined ones. The introduction of additional requirements (in terms of stringent maintenance, ancilliary equipment redund…

If the aircraft is required to fly at a certain performance level with one engine out, a 4 engine aircraft must have 4/3x100% of minimum required power when in nominal operating condition, a 2 engine aircraft must have 2/1x100%... I first heard this from a lecture by Henry Pohl (a truly brilliant engineer): https://ocw.mit.edu/courses/aeronautics-and-astronautics/16-...

A 747, once airborne, can climb on 3 engines. Fully loaded, with gear down.

A jet requires a lot less power to cruise than to take off. Normally they’d operate at 80-90% power when cruising, but they can stay airborne with much less power.

How much power it takes to stay airborne depends on many factors, such as weight, altitude, wind conditions and temperature, but 747s have been known to fly and land safely with just two engines.

Re: Amazon buys 11 Boeing 767s to expand its cargo fleet

#118
post #54

It's difficult to really get a grasp on Amazon's size but it was a bit eye opening the other day when I was driving down a rural road up in the mountains and passed by an Amazon delivery van. I would have assumed for such a remote location that they'd turn their packages over to the post office to deliver but apparently their delivery service is large enough now to service even the very rural areas.

From another angle, here in the Seattle area, I often see USPS trucks delivering Amazon packages on Sunday.

But that's all those trucks are doing on a Sunday, since USPS doesn't deliver mail on Sundays.

Re: Amazon buys 11 Boeing 767s to expand its cargo fleet

#119

Earlier quoted context omitted.

> Isn't "logistics as a service" pretty much what Fulfillment By Amazon is? There is a lot of crossover between FBA, and a UPS or FedEx, but it's not 100%. FBA is basically B2C, as opposed to B2B or C2C. Back during the "peak lockdown" of April/May 2020, a little birdie told me about some of the steps that Amazon was taking to give the warehouses and delivery network a break from the increased demand. In other words,…

>Logistics part of Amazon has expressed a desire to become the "4th flywheel" of Amazon I'm not surprised at all if this is the long term game plan. I'm curious though, what are the first three flywheels? AWS, retail sales, and what? Alexa/Kindle devices? Prime Video? Advertising? All of those seem like strong contenders but I'm not sure they really rival the AWS/retail arms (yet).

My guess - marketplace, aws, and prime

Re: Amazon buys 11 Boeing 767s to expand its cargo fleet

#120

The sheer size of Amazon is mind boggling. Is there anywhere they've opened their logistics network to other operators yet? Like AWS but for their logistics.

Isn't "logistics as a service" pretty much what Fulfillment By Amazon is? I could be totally wrong, but based on the past stories I've read about Amazon's negotiations with UPS and their growth of their own delivery network, I'd be surprised if they have much spare logistics capacity to open up to anyone outside the immediate Amazon ecosystem.

It's almost there.

What you need is an AWS service where you could schedule a pickup and dropoff between any two locations.

They have the building blocks, but just haven't launched the service yet.

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