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A comment on Conflict at Walmart threatens its ecommerce battle with Amazon. Parent comment

Re:Conflict at Walmart threatens its ecommerce battle with A... by Kocrachon on Thursday July 04, 2019 @01:09PM (#20356135)
I wonder if that mentality with change if/when AWS splits from AMZN.
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Re:Conflict at Walmart threatens its ecommerce battle with A... by cameronbrown on Thursday July 04, 2019 @01:20PM (#20356216)
Amazon Retail would be an unsustainable mess without AWS.
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Re:Conflict at Walmart threatens its ecommerce battle with A... by leesec on Thursday July 04, 2019 @09:13PM (#20359182)
Lol yes Amazon was definitely not a thriving company before AWS, good point.
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Re:Conflict at Walmart threatens its ecommerce battle with A... by sinsterizme on Thursday July 04, 2019 @06:12PM (#20358215)
Why is that?
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Re:Conflict at Walmart threatens its ecommerce battle with A... by jacques_chester on Thursday July 04, 2019 @08:12PM (#20358882)
AWS has much fatter margins than retail.

There are substitutes for AWS, but the switching cost is relatively high. Whereas for toothpaste, breakfast cereal, toasters, books etc etc the substitution is perfect (I can buy the same brands from many companies) and switching cost is low (I pull out a credit card).

Insofar as Amazon has a large free cashflow coming off AWS after capital improvements, it can use that money to (a) attract cheap funding from Wall St to (b) build, build, build.

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Re:Conflict at Walmart threatens its ecommerce battle with A... by Ericson2314 on Thursday July 04, 2019 @07:03PM (#20358492)
Dear God I hope the FTC cleaves vertically not horizontally.
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