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Great note on Amazon vs Walmart from @zackkanter 🙌 zackkanter.com/2019/03/13/wha…
“ in the world of infinite shelf space – and platforms to fill them – the limiting reagent for Amazon’s growth would not be its website traffic, or its ability to fulfill orders, or the number of SKUs available to sell; it would be its own bureaucracy”
‘’As Walt Kelly put it, “we have met the enemy, and it is us.” In order to thrive at ‘internet scale,’ Amzn would need to open itself up at every facet to outside feedback loops. At all costs, Amzn would have to become just one of many customers for each of its internal services’
“Platforms became Amazon’s answer to every growth obstacle it encountered. Platforms became part of the algorithm.” It has worked well so far but the question is whether a “Wild West” of a 3P marketplace plus an ad platform surfacing products is a bridge too far?
Is being “earth's most customer-centric company” Amazon’s version of “don’t be evil” 🤔 ?
