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What “Amazon Supply Chain Services” tells us about what Amazon is

gadallon.substack.com

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Re: What “Amazon Supply Chain Services” tells us about what Amazon is

#3
These types of services almost seem squarely in the space of what governments should/could do with intelligent leadership.

It is probably not too late for a state-driven type of service layer like this from some rationally led government somewhere in the world.

Re: What “Amazon Supply Chain Services” tells us about what Amazon is

#4
post #3

These types of services almost seem squarely in the space of what governments should/could do with intelligent leadership. It is probably not too late for a state-driven type of service layer like this from some rationally led government somewhere in the world.

> not too late for a state-driven type of service layer like this

We call it the postal service.

Re: What “Amazon Supply Chain Services” tells us about what Amazon is

#5
post #3

These types of services almost seem squarely in the space of what governments should/could do with intelligent leadership. It is probably not too late for a state-driven type of service layer like this from some rationally led government somewhere in the world.

> not too late for a state-driven type of service layer like this We call it the postal service.

USPS should get into the business of running whitelabel warehouses?

Re: What “Amazon Supply Chain Services” tells us about what Amazon is

#6
The pattern is quite simple.

Build infrastructure to serve internal operations at a scale no rational external buyer would justify. Optimize it to a level that drives marginal cost below the buyer’s internal alternative. When the surplus capacity is too large to write off, open the API and sell it.

Forgot the last part: when you have eliminated all the competition and have all your customers locked in with no other options, raise the price.

We need to get back to preventing (or breaking up) monopolies.

Re: What “Amazon Supply Chain Services” tells us about what Amazon is

#8

The pattern is quite simple. Build infrastructure to serve internal operations at a scale no rational external buyer would justify. Optimize it to a level that drives marginal cost below the buyer’s internal alternative. When the surplus capacity is too large to write off, open the API and sell it. Forgot the last part: when you have eliminated all the competition and have all your customers locked in with no other o…

I don’t think it will ever happen. The corruption is so widespread and now openly practiced. The powers that be all have their hands in those cookie jars. Their sweet tooth is insatiable, and they will never relinquish those treats until they get severe spankings.

Re: What “Amazon Supply Chain Services” tells us about what Amazon is

#9
post #5

Earlier quoted context omitted.

> not too late for a state-driven type of service layer like this We call it the postal service.

USPS should get into the business of running whitelabel warehouses?

I mean it seems to make good money

Re: What “Amazon Supply Chain Services” tells us about what Amazon is

#10

The pattern is quite simple. Build infrastructure to serve internal operations at a scale no rational external buyer would justify. Optimize it to a level that drives marginal cost below the buyer’s internal alternative. When the surplus capacity is too large to write off, open the API and sell it. Forgot the last part: when you have eliminated all the competition and have all your customers locked in with no other o…

Isn't that already illegal in many countries (dumping)?

The issue is that AWS is embedded in many governments and there is no appetite to do anything about it.

If a country started proceedings against AWS they'd risk their country infrastructure going down, so it is a no go.

I wonder why this has not been considered as national security risk and frankly negligence.

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