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Amazon broke in 2020, when most shopping went online. It never recovered.

I doubt it ever will. Trust takes a long time to earn, and a little bit of time to break. I had four or five incidents on Amazon, cancelled Prime, and I doubt it will ever make business sense for Amazon to get me back.

I do think there's a place for a competitor to Amazon right now which looks more like the old Amazon.

Starting one would be super-capital-intensive. It's not a lean startup. There's only a handful of organizations with the capital to do that, and I doubt any of them will, in fact, do it.



> Amazon broke in 2020

nah. jassy taking the reigns in 2021 is when the nosedive began.


He was representative, not causative. The rot had been settling for years.


>I do think there's a place for a competitor to Amazon right now which looks more like the old Amazon.

If walmart plays their cards right, they can do it (I mean they did acquire Jet). Unfortunately they also seem to be OK with becoming a dropship frontend for aliexpress


I think modern Walmart understands the problem better than modern Amazon.

Walmart just needs the volume to be able to compete with Amazon's logistics, so is getting volume where it can.




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