$AMZN: We doubled our logistics since the pandemic, basically building a $UPS in 2 yrs. We can now deliver cheaper and faster. $SHOP: We sold our logistics business. That's a side business that we should probably just partner w/ others on.
SHOP sold logistic business, stock price pop 25%
Jeff mentioned this before. At Amazon he somehow avoided the situation when a new project becomes everyone part time projects. And Amazon only bet on the fundamentals (lower price more selection faster shipping) sounds simple and boring but incredible hard to do at scale. Shopify touched logistics for 1 minute and shitted their pants
Jeff and Amazon have always had a culture of owning your dependencies whenever possible, because it allows you to control your own destiny. Building our own “UPS” allows us to do exactly what you called out - deliver to customers faster and cheaper.