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"Day 2" at Amazon. How Amazon, up until their 1 day shipping announce, transitioned from a company that cut costs for consumers to one that cut costs for their profits.https://stratechery.com/2019/day-two-to-one-day/?fbclid=IwAR2lnbyhDK7MW6k84s8u8izHElkUrbdmd04OllFd328abawo6Pca6jnOvPU …
I think Amazon is the best company in the world. @davidgshort
You asked: "What’s your metric for best? Long term profitability? Long term equity value? Revenue?
It’s what, the second or third biggest market cap right now?"
It's none of that. It's seeing them operate profitably in so many different businesses.https://twitter.com/Molson_Hart/status/1157755152599867398 …
A small, nimble software company will offer adjacent services to help Amazon sellers and within 6 to 12 months Amazon will have made that a feature of their seller offering. They operate at such speed and competence for a big company. I find it truly impressive.
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