Amazon Built a Massive Supply Chain for Itself. Now It’s for Hire. - WSJ

kept by eddie may 05

Amazon is opening its logistics network to all businesses as Amazon Supply Chain Services, aiming to replicate the AWS model in supply chain management.

Amazon’s Durability – Stratechery by Ben Thompson
Amazon's decade-long investments in infrastructure, custom silicon, and physical-world operations position it to dominate the inference era of AI.
also on Amazon Supply Chain Services, Amazon, #cloud-computing, #business-strategy
Amazon launches 30-minute delivery across the US
Amazon launches Amazon Now, a 30-minute delivery service for thousands of items across dozens of U.S. cities, undercutting competitors on price for Prime members.
also on #logistics, Amazon
MSC Steps Up to Return Cruise Passengers Stranded in Dubai - The New York Times
MSC Cruises independently organized flights to repatriate thousands of passengers stranded in Dubai after the UAE government response was slow.
also on #logistics
the broken economics of databases - by almog gavra
Database vendors charge high prices but earn slim profits because they must recover large fixed costs, constantly innovate to avoid commoditization, and compete against cloud providers who own the underlying infrastructure.
also on Amazon Web Services, #cloud-computing, #business-strategy
AWS and Microsoft are selling much more than cloud services - Bert Hubert's writings
Large cloud providers like AWS and Microsoft succeed in corporate markets by selling “blame absorption” and risk-free choices, not just technical infrastructure.
also on Amazon Web Services, #cloud-computing, #business-strategy