Tired: FAANG. Wired: FANGU

[pandeyathotmail]

@hanera

AMZN e-commerce strengths are plenty of choices and speedy order fulfillment

Anyhoo, retailers are rushing to meet the unreasonable demand of millennials of delivering products to them anywhere anytime in the shortest possible time. Giant retailers like AMZN should be able to do that organically. Smaller retailers would need to depend on third party. Can Uber reasonably expect that they can do that better than independent third parties focusing on delivering only?

Such a market only exists for the products (usually for niche products ) that Walmart or Amazon cannot fulfill. These two companies have built accumulated efficiency over years in logistics and retail delivery that cannot be easily replicated.