Would Amazon still look attractive at this price if AWS got none of the extra agent spending? It could keep the retail orders but earn less from each one if sellers need less sponsored placement. I’d be interested in how much of the valuation case survives that combination.
Disappointed by NU. Broadly agree on amazon. I mean Facebook only signed a new deal with amazon earlier this year. Interesting to think how consumers might buy online products in the future though. Will it be fully autonomous. Will users ai agent subscriptions become the new Amazon prime I.e only on this tier plan so we guarantee to find you the cheapest price product.
Would Amazon still look attractive at this price if AWS got none of the extra agent spending? It could keep the retail orders but earn less from each one if sellers need less sponsored placement. I’d be interested in how much of the valuation case survives that combination.
I struggle to see any situation where AWS is not one of the dominant cloud platforms.
Disappointed by NU. Broadly agree on amazon. I mean Facebook only signed a new deal with amazon earlier this year. Interesting to think how consumers might buy online products in the future though. Will it be fully autonomous. Will users ai agent subscriptions become the new Amazon prime I.e only on this tier plan so we guarantee to find you the cheapest price product.
NU have confirmed it was a rumour and they have no interest in buying Monzo.
Ha nice catch! I see it's up in premarket
Great update! Enjoyed the read.
Thank you!