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I'm confused by this. Amazon's not an "e-commerce platform"; it's a store that's half Walmart and half flea-market. Shopify is an "e-commerce platform" to me. Which of these is FedEx intending to be?



Amazon is a mediocre storefront on top of a high performance logistics company. FedEx already has much of the logistics and it wouldn’t take much to compete with Amazon on the storefront side because the experience is so bad.


Harvesting and curating offerings from AliExpress would be fast way of starting out...


Drop shippers will do it automatically without FedEx needing to do any work.


Which might be their plan. But then what’s the point? All you’ve done is recreate the crap experience of Amazon. Why should anybody switch?


> All you’ve done is recreate the crap experience of Amazon. Why should anybody switch?

Well, if FedEx Prime Video didn't insert ads in my videos, I'd switch in a heartbeat.


Honestly, low quality drop shipping is to me Amazon's greatest vulnerability. I would hope FedEx doesn't inherit the same vulnerability.


So, like, Amazon’s business model but with one fewer middlemen? Seems plausible enough.


Yeah honestly this could work out for them-- but the name makes me think of FTX...


Don't get too caught up in the language.


It seems to be a competitor to Amazon FBA


Fedex execs have no idea, and it shows.


They also have data that we have no idea about, and it shows.


FedEx Dataworks has been hiring quite a bit




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