Well, I predicted this quite a while ago, but still wasn’t smart enough to buy. Ah well.
Amazon Built a Massive Supply Chain for Itself. Now It’s for Hire.
Amazon Built A Massive Supply Chain for Itself. Now It’s for Hire
The e-commerce giant is opening its global logistics network to all businesses, betting it can turn its supply chain into the next AWS
[Amazon].com thinks its next AWS is in its warehouses.
The e-commerce giant is trying to do for logistics what its Amazon Web Services unit [did for cloud computing] with a new business called Amazon Supply Chain Services.
The company over two decades grew AWS from an internal effort to better manage its technology systems into the largest service of its kind. Now, it hopes to do the same with its sprawling global supply chain by opening up its network to more business customers—including those that don’t sell on Amazon’s retail marketplace.
“We first built this network over 20 years for ourselves. We then made it available to Amazon sellers,” said Peter Larsen, vice president of Amazon Supply Chain Services. “Now we’re making it available to any business of any shape or size
I’ve been cooling on Amazon for a while, mostly because product search is unusable on their webpage. But their Q1 2026 was a blowout. Revenue was up 17%, net income was up 77% (inflated due to non-operating investment income from Anthropic, but still). Free cash flow and operating margins are at record highs. AWS revenues were up 28%.
In the shareholder’s letter Andy Jassy said Amazon now has a million robots working in FCs. They also have humanoid robots during productive work, and have robots that can work in the same space as humans.
Also in the newsletter, Jassy said Amazon will introduce is internet satellite constellation (Amazon Leo) with year. Without naming names, he said the performance would be significantly better than competitors (Starlink).
The Zoox robotaxi is testing in seven cities with two more announced.
The wife ordered something the other day, totally not related to Amazon, and on the confirmation email said delivery by Amazon Services (of something). So makes me wonder, if they are going to start competing with UPS and FedEx. Kind of makes sense because they’ve already built out their own network.
This problem is so bad and so well known internally! They hired to build an internal team to deal with the issues about 2 years ago. I’m not so sure it helped.
Kingran suggested google search site:Amazon.
This is what their own internal team was benchmarking against…
