Amazon identity crisis

Transcript

00:00Amazon is everywhere. Your groceries, movies, cloud servers, even satellites. But could it

00:08massive reach actually be its biggest risk? Back in the days, Amazon started as a bookstore.

00:18Now it runs Whole Foods, Prime Video, Twitch, Audible, Zoox, Ring, and AWS,

00:26which powers a third of the internet. Their secret weapon? A single logistics, data,

00:34and cloud network that supports every new product and keeps costs lower than rivals.

00:42But the empire is under fire. Lawsuits accuse Amazon of crushing small seller. Labor watchdogs

00:51report unsafe warehouse jobs and regulators smell monopoly. Customers grumble about higher prime

01:01prices, worse search results, and endless ads. Classic and shiftification where platforms decline

01:10after dominating. Both the US and EU are pushing antitrust cases that could force Amazon to spin

01:21off AWS or its marketplace to reduce its power. Some bets are stalling. Zoox's self-driving cars

01:30are years late. Halo Health, man, got shut down. And Amazon Alexa is losing billions.

01:40If Amazon can't keep customers happy, improve labor practice, and avoid breakup, its ecosystem could turn

01:50into itself and into an expensive liability. To survive, Amazon may double down on logistics and cloud,

02:02spin off risky divisions, and focus on keeping prime indispensable to users.

02:11So the question is, is Amazon too big to fail? Or is it too big to survive as is?

02:18One thing is clear. Its next move might redefine the internet all over again.