Una necessità, più che una scelta

Horace Dediu di Asymco, in risposta all’articolo segnalato l’altro giorno sul modello di business di Amazon:

The premise that Amazon can, on a whim, change its business model from selling other people’s products at a razor thin margin while investing in capital-intensive distribution to selling other people’s products at a large margin while not investing in capital-intesive distribution is not credible. I would argue that Amazon’s existing business model is a direct consequence of the market it’s in: that it could not be anything else given the circumstances it finds itself in.

In altre parole, è possibile che Amazon non si riveli mai in grado di registrare profitti sostanziosi.