| | | You're not distinguishing AWS and AWS from the retail business part of Amazon. AWS has the largest market share of the cloud, about 40%. Google abandoning it because of privacy concerns in China, has now grown it back to 6%.
Those numbers are shifting, and were reported for the quarter ended 2 months ago. The person who headed that replaced Jeff Bezos. Your grudge or commentary was as logical as Jeff Bezos having an interest in a space hobby, or cashing out shares for his ex-wife. He had to give her shares, and let her choose what she chose to do with them. I wouldn't say he's exclusively on Blue Origin. If the new guy works out, he'll stay and Bezos will not affect the direction of the company. One outside leader could be enough, but more likely they will keep AWS separate, and add more, maybe 3-5 like Oracle for years had co-CEOs.
Amazon's deliveries are very efficient, now doing more volume than either FedEx or UPS. And faster, breaking the 1-Day Shipping into hourly segments. And faster.
That might have come from the new CEO or another part of C management.
I see the WSJ reporting there's a trend back to retail, not just in pop up stores. It might be tested at first, and then follow the numbers. |
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