I'm not sure it's just about vertical integration.
Amazon is trying to to become better, of course.
But it seems they are focusing on things that customers notice, things that are habit forming, while neglecting other areas where, maybe, most customers(maybe not here at HN), don't notice problems.
So fast, effortless delivery(at a price Amazon can afford) is one. And private brands are also another. And TV. And Alexa.
And i think that's where the main focus of their future investments will go, and not as news portrays - towards making themselves more efficient.
Amazon is trying to to become better, of course.
But it seems they are focusing on things that customers notice, things that are habit forming, while neglecting other areas where, maybe, most customers(maybe not here at HN), don't notice problems.
So fast, effortless delivery(at a price Amazon can afford) is one. And private brands are also another. And TV. And Alexa.
And i think that's where the main focus of their future investments will go, and not as news portrays - towards making themselves more efficient.