Amazon is a logistics beast - A detailed teardown

And even with Amazon, Amazon really is a logistics company, I mean the core product for consumers isn't really that great. I don't know of anyone who opens up Amazon and says, "Wow, I love ordering things here, the experience of using Amazon is so much fun." I think the experience that people like is the quick shipping. I mean they built out that l... See more

Almost no logistics companies can show you where your freight is in real-time on a map. Most data is exchanged in unstructured email messages with attachments. There are almost no logistics APIs to speak of. The pandemic has dramatically amplified two major trends in supply chains: the rise of e-commerce and the diversification of global supply and... See more

Amazon's mission to the be the world's most customer-centric company is inherently a long-term strategy because it is a one with an infinite time scale and no asymptote to its slope.