Re:Amazon as experiment
by scarface74 on Wednesday July 31, 2019 @07:41PM
(#20579816)
Can you explain ? Because my mental model of this is wireless carriers, cable TV, etc, with good margins.
Cable carriers usually have a monopoly in the places they operate. We have seen carriers have to be more competitive as T-mobile got aggressive as prices did fall.
And they'll surely grow, globally.
Growing selling physical goods aggressively means setting up more warehouses, more expensive logistics, catering to different languages, etc.
In the worlds biggest markets - India and China they would have to compete with entrenched incumbents and in the case of China, government subsidized businesses.
Cable carriers usually have a monopoly in the places they operate. We have seen carriers have to be more competitive as T-mobile got aggressive as prices did fall.
And they'll surely grow, globally.
Growing selling physical goods aggressively means setting up more warehouses, more expensive logistics, catering to different languages, etc.
In the worlds biggest markets - India and China they would have to compete with entrenched incumbents and in the case of China, government subsidized businesses.