The Third Time Amazon Did This: What “Amazon Supply Chain Services” Tells Us About What Amazon Is
Summary
Gad Allon's piece argues that Amazon's new ASCS (Amazon Supply Chain Services) is less about logistics and more about turning surplus internal capacity into a sellable external service, using a pooling-based cost curve (the √N law) to show durable margins. It traces this pattern across Marketplace, AWS, and ASCS, and discusses implications for competitors like UPS, as well as potential regulatory and trust concerns when major customers become logistics partners.