I remember during the 2000s, Ebay was the place I palace orders and they arrive in time. But then around 2012 I started using Amazon to order stuff.
Will is be a plausible thing to say that another company will slowly and finally overtake Amazon in maybe a decade from now?
How did Amazon slowly and finally overtake Ebay as the US online retail giant?
byu/rolrola2024 ininvesting
Posted by rolrola2024
11 Comments
>Will is be a plausible thing to say that another company will slowly and finally overtake Amazon in maybe a decade from now?
Of course. Anything can happen. No guarantees though.
They are different.
Ebay is primarily an auction site. They slowly moved away from this, but it was later on.
Amazon is a store front for new items.
Also, a considerable amount of Amazon is actually AWS cloud computing.
They are not really comparable.
Amazon has diversified their products but early versions in their history they basically did what sears used to do better than sears could. So yes eventually it will become harder for Amazon to innovate and a more flexible company will overtake them.
Amazon would be much harder to overtake.
The infrastructure that Amazon has is no joke, and they were able to fund this only thanks to AWS.
Any competitor would need an insane amount of capital, and some sort of profitable cash cow business on the side to subsidize their expansion. At this point, apart from already established retailers like Walmart expanding their online front, I can’t see anyone replicating what Amazon has done. Nor do I see why any new company would want to come in and attempt to compete there.
I only thought about this also because Yahoo what the main web search back in the day. Then Google slowly overcame them.
amazon’s infrastructure makes the logistical parts hard to overtake. there can be other competitors like temu (tariffs did kill their business), but its not like there will not be competition, it may just come from an angle that we’re not aware of now. back in 2012, most people did not think ecom would completely take over, so who knows, maybe the next thing is owning drone delivery or some other thing
Only Walmart can challenge them currently
The concept you want to explore is a MOAT: some competitive advantage that makes a company difficult or impossible to overtake.
eBay had no real moat, just a strong network effect. They relied on users to do all the shipping and procurement and listings and everything.
Amazon has immense infrastructure that acts as a moat. Distribution hubs, shipping logistics, last mile delivery fleets, customer base, vendor base, computing backbone…
Amazon was able to build massive scale by being the first mover, as well as by using the AWS cash flow. It’s hard to imagine an organic growth company ever competing. It would have to be some merger like Walmart plus UPS plus Microsoft.
I think geocities were much fun place to go than Amazon
People are tired of shill bidding nonsense, Sellers with no returns, descriptions with “I cant test” so as-is, but want a working unit sale price.
Prime. This is well documented and studied.