Amazon is rolling out "customer service as a service". They've used this playbook for: 1. AWS 2. Trucking (http://freight.amazon.com/ ) 3. Small parcel delivery (they pickup and deliver 100% nonamazon orders) 4. Warehousing/fulfillment (FBA) https://www.ecommercebytes.com/C/blog/blog.pl?/pl/2020/7/1593649366.html …
It's a beta program. It's my understanding that they suspended it in April and then restarted it again when demand got more manageable. I disagree with you about costs not penciling.
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What I can see launch is smth that pulls partners closer to other AMZ functions eg markeplace, FBA, AWS even, and yes the new service-as-a-service etc. The thesis is good, just last mile logistics is anomaly. Why? - logistics needs to be cheaper - but gets more expensive.
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It doesn't get more expensive. It gets cheaper as you increase packages in system and density.
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