1994 founded Standing
commerce · amazon.com
Amazon
the moat is real
32 years 46 days and counting
Jeff Bezos, 5 Jul 1994, books on the web. Then everything.
Why it lasted
- Logistics is the moat. The website is a storefront on a warehouse network.
- AWS funded the retail years that looked unprofitable on purpose.
- Prime trained a reflex: if it can arrive tomorrow, you do not comparison shop.
Times it almost ended
- The 2000 bust. The stock collapsed. The warehouses did not.
- Every 'Amazon killer' (Webvan, Diapers.com, Shopify-for-everything) either died or became a merchant on Amazon.
What would finish it
- A regulator that actually splits retail and cloud, plus a generation that does not trust the default cart. Possible. Not priced in.
Questions
Is Amazon still up?
Yes, with a Standing verdict: the moat is real. Founded 1994.
How long has Amazon been around?
Amazon has been up since 1994-07-05.
Why did Amazon survive?
Logistics is the moat. The website is a storefront on a warehouse network.
Could Amazon still die?
A regulator that actually splits retail and cloud, plus a generation that does not trust the default cart. Possible. Not priced in.