Seems like a lot of room to innovate with technology, and I bet Amazon is banking on that.
This reminds me a lot of Amazon marketplace, where they took the core service (Amazon e-commerce) and opened it up to others without holding inventory. They can use other people’s orders to gain even more scale and drive costs down lower in the distribution network, commoditizing the complement layer (delivery, in this case UPS and FedEx).
This reminds me a lot of Amazon marketplace, where they took the core service (Amazon e-commerce) and opened it up to others without holding inventory. They can use other people’s orders to gain even more scale and drive costs down lower in the distribution network, commoditizing the complement layer (delivery, in this case UPS and FedEx).