That does tell us something about the corporate structure though - whilst a lot of people think AWS would be better off being spun out, there's no way you hire the head of AWS as CEO of Amazon if you think that's the direction forward.
Their fast growing ad network can be seen as a conflict worth splitting out.
Probably similar or maybe even clearer than Google since more people understand a store selling their own products than Google owning every single step (with huge non transparent and evidently according to TX colluded margins) in the ad transaction, in addition to all the user data, and their own products.
In a way that's the case with every company. Each part is more valuable on it's own, unless it's more valuable together with another part. :P
btw, it looks like you have some sort of shadowban. I don't see any terrible comments among your last 20 or so, so you might want to ask @dang if he can look into your case.
My mental image is that people want to spin off AWS for society’s benefits because Amazon grew too big and abuses the integration. Amazon squarely resisting this idea seems uncontroversal.
People argue companies like Walmart don't want to pay their rival Amazon for cloud hosting, but the truth is if AWS is the best cloud provider, it makes business sense to go with them
At the scale Walmart operates - 25th largest GDP in the world if considered as a nation[1], supporting over 2.2 Million employees[2], in over 27 countries[3] - it's simply more cost effective to do your tech in-house.
Amazon is huge... but Walmart is truly massive... over double Amazon's size in just about every metric. They clearly have the resources to handle things on their own.
It's a matter of corporate strategy... Amazon is like a combination of different entities, one of which is AWS, and AWS arguably does cloud better than anyone else
Walmart doesn't have the same capabilities. Being larger doesn't mean they can do it.
Was in the industry for a stint, and the issue was not only about money going to Amazon. There was a serious fear for their usage data to be used as a window into their business (if not fear of more illegal and unethical access to their data)
The case of Amazon using internal market place data to guide their own product strategy has already been made over and over, so the precedent exists.
They do, as far as I know Microsoft has a pretty good hold on retail. Some go with GCP but Google is less “enterprisy” for their taste in a lot of ways.
Been part of some of those conversations, some companies are wary of hosting with Amazon not due to paying their competitor but due to the amount of power they are putting on a direct competitor hands.
Has the government filed an antitrust suit against Amazon? It could take half a decade to go from filing to a (potential) final appeal at the Supreme Court.
