Re:Poll: Which FAANG is the most likely to decline in the ye...
by skybrian on Monday January 03, 2022 @08:38PM
(#29790001)
I agree, especially if by "huge advantage in logistics" you include things like warehouse automation. If everyone is paying high wages then it seems like whoever automates the most will do well?
https://www.bloomberg.com/news/features/2021-09-21/inside-am...
World wide is probably too strong a claim, but I think here's something to this. However, I think this would work in Amazon's favor. It would make warehousing quite a bit more expensive and would be a significant barrier to competitors. AWS provides them with deep pockets, and the have a huge advantage in logistics so I think they could eat the cost and keep moving. It would also suck a lot of air out of the anti-amazon movement, such that it is. One day delivery with high labor standards might be the pitch that catapults them to real market dominance.