Amazon’s Real Target Explained
9:56–11:22 · 86s
Lou argues Amazon isn’t aiming for doorstep delivery dominance but the lucrative B2B middle—moving and storing parts like Honda’s—pressuring UPS/FedEx margins without annihilating them.
9:56–11:22 · 86s
Lou argues Amazon isn’t aiming for doorstep delivery dominance but the lucrative B2B middle—moving and storing parts like Honda’s—pressuring UPS/FedEx margins without annihilating them.
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