AmiSight 5/13: Amazon’s Next AWS Might Be Logistics
- Ami Kassar
- 1 day ago
- 1 min read
According to Wall Street Journal, Amazon is executing a bold strategic move: opening its massive supply chain infrastructure to outside businesses with Amazon Supply Chain Services.
The comparison to AWS is intentional.
First, Amazon built world-class infrastructure. Then it commercialized it for everyone else.
Amazon is now replicating this playbook with warehouses, freight, fulfillment, trucking, and delivery.
The main takeaway is that companies increasingly prefer not to invest in and operate complex infrastructure, opting instead to access it as a scalable service when possible.
We saw this transformation occur in cloud computing. We are now witnessing it unfold in logistics.
The long-term question becomes: which capabilities truly create competitive advantage—and which are better outsourced to platforms built at massive scale?
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