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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

#151

Earlier quoted context omitted.

To me in 2014 it was really dumb that Chinese sellers were using USA middlemen to get on Amazon instead of just directly selling on Amazon. In general it seems dumb that any manufacturer isn't just selling direct to consumer if they have a consumer finished product on Amazon. However one insight into the reason is embedded in this anecdote: My friend was asked by a Chinese supplier to sell a thing on Amazon. But the…

They then also refused to give a unique license to the product for Amazon to my friend This is a deal-breaker always for these types of arrangements. I've walked away after months of negotiations when suppliers renege of this key part of any distribution agreement. You cannot be in a position to build up someone else's product or brand, and have them take it away from you at their own discretion, with zero compensati…

It sounds like you have some expierence. Would you mind elaborating on how one would enter this space, aquire supplies/products, examples of licensing deals. Even just some trusted resources would be fine. This fascinates me, as I have wondered how some sellers on Amazon (or eBay but no thanks) become so large just by reselling other people's things on Amazon -- at the same time Amazon is the one who really wants to be that middle man.

Ideally, I would love to begin some sort of revolutionary alliance that tries to fight off the behemoth Amazon and how they use their market size, analytics, and predictive analysis to see what's hot, and then either buy or make it at a cheaper cost and a lot of times---a better quality.

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

#153
post #34

If UPS is not looking over their shoulder, they should be.

This almost guarantees intervention by usgov. The question is who has more lobbyists and voters? I am going to think UPS and others will team up.

Everyday, an anti-trust lawsuit seems to be around the corner.

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

#154

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…

> 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. Has Amazon ever shown any indication of raising prices after monopolizing a market? As far as I can tell, the more they dominate a market the lower their prices. Amazon does seem interested in monopolization, but mostly for the ability to squeeze suppliers into…

Yeah, the market apparently supports them never making a profit so they have no incentive to squeeze people off the train. However, they do need a margin somewhere, and buying planes aint free.

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

#155
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…

I'm guessing they had exhausted the pool of people willing to put up with poor customer service and needed to offer a bit more to keep expanding.

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

#156
post #42

I have been wondering about whether there is a limit to how much Amazon can grow in terms of number of industries they can expand into and also how big can they grow in each of those industries. At some point, there will obviously be attempts to create legislations to stop them from growing. Such legislative maneuvers will probably be rendered ineffective by intense lobbying. I think there has be change in consumer b…

You mean like Buy n' Large? https://pixar.fandom.com/wiki/Buy_n_Large

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

#157

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.

Whole Foods was doing that before Amazon bought them, and so was literally every other supermarket or retail chain

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

#158
post #149

Earlier quoted context omitted.

To me in 2014 it was really dumb that Chinese sellers were using USA middlemen to get on Amazon instead of just directly selling on Amazon. In general it seems dumb that any manufacturer isn't just selling direct to consumer if they have a consumer finished product on Amazon. However one insight into the reason is embedded in this anecdote: My friend was asked by a Chinese supplier to sell a thing on Amazon. But the…

The value for an American middleman should be in curation and market understanding. "Don't bother selling the metric part here, it fits no local products", or "That meme ran its course already here, nobody's gonna buy a phone case with it anymore." and also "there's already 5000 people selling blue widgets, don't try to jump into that crowded market." A big risk factor is choice paralysis. I know legitimate purchase…

You gave the exact reason on why I’ve avoided shopping at Amazon for a TV recently. To many crap brands. Too many items.

Instead I went to Best Buy who’s curation and quality control made it such an easier process.

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

#159
post #21

I predicted in October of 2018 [1], that in 3 years Amazon will start flying freight directly from China to US fulfillment centers and cut out the middlemen (FBA sellers). Since then Amazon has been on-boarding sellers in China at a rapid pace. - [1] https://www.scaleleap.com/zine/just-in-time-air/

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.

Which is also what Walmart, target, Kroger’s, publix, Safeway, Costco, kohl’s, and every other big box retailer does.

It’s not a new paradigm.

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

#160
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-...

The minimum power is what is needed to fly to the closest diversion airport. This could be at a lower altitude and reduced speed. It is substantially less than the power used in take off or go around. Airplanes work in a variety of conditions and do not need 100% to get home in an etops situation.

The rule you talk about is more clearly applicable to rockets that run at 100% for most of the flight.

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