Tech that can easily be copied are getting hammered

Amazon
progr

Go to company page Amazon

progr
Apr 20 22 Comments

Facebook turns out to be easily copied and was effectively copied by TikTok and Snap: HAMMERED

Netflix turns out to be easily copied and was by a half dozen streaming companies: HAMMERED

I think we will see this story repeat a few more times.

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TOP 22 Comments
  • New / Eng
    titter

    New Eng

    titter
    Try copying Apple
    Apr 20 3
  • New
    RLuh13

    New

    RLuh13
    What an original thought.
    Apr 20 0
  • Disney / Eng
    a1ce3j1

    Go to company page Disney Eng

    a1ce3j1
    So, Wayfair/Etsy/etc will hammer Amazon?
    Apr 20 7
    • Amazon
      progr

      Go to company page Amazon

      progr
      OP
      Amazon is expensive to copy, but it will be copied. Walmart is doing it. There will be others.

      But the cost of running a global system of warehouses and delivery vehicles means that there will likely be a couple of big competitor jockeying with one another, the way there are only a couple of cellular networks.

      I expect we'll see consolidation among the small players until it's Amazon vs Walmart vs a conglomeration of everyone else. I expect Shopify, Wayfair, eBay, Chewy and all the others to eventually merge due to the economy of scale benefits of sharing a network. Maybe FedEx will merge with it all as well.

      Ditto with AWS. A big compute facility is expensive to maintain so it'll likely end up being 2-3 big competitors, AWS vs Azure and maybe one more behemoth followed by some really small niche players.

      Alexa though is easily copied. I don't see any moat or even business model around it.
      Apr 20
    • Wayfair / Eng
      BlueCouch

      Go to company page Wayfair Eng

      BlueCouch
      That's why these companies build ecosystems
      Apr 20
  • Wayfair / Eng
    BlueCouch

    Go to company page Wayfair Eng

    BlueCouch
    If you think these companies (or many many others) are relying on tech so unique that no one can REPLICATE it .... Then you're mistaken.
    Apr 20 0
  • SoFi / Eng
    2girls1dsa

    Go to company page SoFi Eng

    2girls1dsa
    Zero to One by Peter Thiel
    Apr 20 0