Amazon

[cyclone]

Amazon buys healthcare start-up Health Navigator

Reporting by Jeffrey Dastin in San Francisco and Ambhini Aishwarya in Bengaluru
OCTOBER 24, 2019 / 6:14 AM

(Reuters) - Amazon.com Inc said on Wednesday it bought healthcare start-up Health Navigator, its second purchase in the healthcare services industry.

The deal comes after the company acquired online pharmacy PillPack last year, pitting itself against drugstore chains, drug distributors and pharmacy benefit managers. (reut.rs/31DSU8k)

The company said the acquisition is a part of its new employee offering, Amazon Care, where employees of the e-commerce giant will be able to receive fast-paced access to healthcare facilities without having to make appointments.

More details in https://www.reuters.com/article/us-amazo...SKBN1X22UD

[weijian]

A tribute to Jeff Bezos I suppose.

The Relentless Jeff Bezos

What is clear, though, is that any attempt to understand the relentlessness of the company redirects to their founder, Jeff Bezos, who announced plans to step down as CEO after leading the company for twenty-seven years. He is arguably the greatest CEO in tech history, in large part because he created three massive businesses, all of which generate enormous consumer surplus and enjoy impregnable moats: Amazon.com, AWS, and the Amazon platform (this is a grab-all term for the Amazon Marketplace and Fulfillment offerings; it is lumped in with Amazon.com in the company’s reporting). These three businesses are the result of Bezos’ rare combination of strategic thinking, boldness, and drive, and the real world manifestations of Amazon’s three most important tactics: leverage the Internet, win with scale, and being your first best — but not only — customer.

https://stratechery.com/2021/the-relentless-jeff-bezos/

[Wildreamz]

One of many reasons I think Amazon is bad for stakeholders (third party sellers on their platform, society in general) and rooting for Shopify to succeed in their place instead.



(vested in Shopify since 2017)

[Wildreamz]

Another example why Amazon is bad for stakeholders: https://blog.cloudflare.com/aws-egregious-egress/



(not vested in Amazon or Cloudflare)

[weijian]

Well, Amazon needed their own cloud to host their own services and AWS was born. Will a "Amazon Freight Services" be launched one day?

The Amazon Empire Strikes Back

For years, Amazon has been quietly chartering private cargo ships, making its own containers, and leasing planes to better control the complicated shipping journey of an online order. Now, as many retailers panic over supply chain chaos, Amazon’s costly early moves are helping it avoid the long wait times for available dock space and workers at the country’s busiest ports of Long Beach and Los Angeles…

By chartering private cargo vessels to carry its goods, Amazon can control where its goods go, avoiding the most congested ports. Still, Amazon has seen a 14% rise in out-of-stock items and an average price increase of 25% since January 2021, according to e-commerce management platform CommerceIQ…

https://stratechery.com/2021/the-amazon-...ikes-back/

[Behappyalways]

美塞港恐至2022 亞馬遜自組船運大隊解套 TVBS文茜的世界財經周報 20211212 X 富蘭克林‧國民的基金
https://m.youtube.com/watch?v=T5SFiIdxuE4

[weijian]

Most of what Amazon is "doing" are already well known and so below article is a good summary again.

Amazon shareholders are happy because TSR has been tremendous and life changing for many. Small businesses and brands on their platform have a love-hate relationship. Many more customers simply love the product.

The true cost of Amazon’s low prices

While Amazon waits to see what the FTC and Congress do, its antitrust battles, real and potential, haven’t seemed to harm its bottom line. Business is good, growing, and disruptive. Amazon is even reportedly preparing to take on Shopify, a platform that helps businesses create their own online shops and has grown exponentially during the pandemic, with a similar offering that could come out as early as this year. If true (Amazon wouldn’t comment), it shows that Amazon isn’t afraid of going after potential threats even while under more scrutiny than it’s ever experienced.

https://www.vox.com/recode/22836368/amaz...arketplace

[CY09]

Read the article and it sounds similar to what China has done to Alibaba

[weijian]

If the 800pound gorilla got it wrong in terms of capacity building/hiring, then it makes a case of multiplier effects as many other make similar mistakes. Generally, surprises come from a culmination of all these effects that interact and then multiply.

Amazon's pandemic-era buildout proves too much as demand cools

AMAZON.COM acknowledged that a hiring and warehouse-building binge during the pandemic is catching up with the company as e-commerce sales growth inevitably slows from the torrid pace of the outbreak.

Before the earnings report, Wall Street analysts had been almost unanimous in their optimism about Amazon's prospects, citing the massive investments in package handling and delivery facilities and continued growth in the highly profitable cloud-computing and advertising businesses.

https://www.businesstimes.com.sg/compani...mand-cools

[Behappyalways]

Amazon Seeks To Offload Up To 10 Million Square Feet Of Warehouse Space
https://www.zerohedge.com/markets/amazon...ouse-space