$AMZN $WMT $COST $HD all built their businesses on US-china labor-market arbitrage. Now that the gig is up, which companies have the know how to adapt and transform and find the new market opportunities? Who will find the new cheese and who will complain their cheese is gone?https://twitter.com/reutersSimonW/status/1043109184529678336 …
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I agree in the sense that Amazon didn't consciously build the Chinese supply chain in the way Wmt and Hd did, they sort of rode the backs of others work who built production there. Dumb luck doesn't reduce dependency, all their ind mfrs need to adapt to keep platform on top.
What I'm trying to say is that, these companies were not successful because they were leveraging china when no one else was. they were successful for other reasons, i.e. scale and new disruptive business models.