The Amazon machine

Source: The Amazon machine, by Benedict Evans

Amazon is a machine to make a machine, and the machine it makes is more Amazon.

Google doesn’t tend to be better at cloud platforms than Apple and worse at UIs because there are better or worse people in each team, but because each company is set up to deliver certain kinds of things, and the closer a project is to that machine’s direction the more reliable the result. If the machine is designed to do X, it will struggle at Y no matter how clever the people. A lot of the story of Amazon for the last 20 years is of how many Ys turned out to be Xs – how many categories that people thought could not be sold online and could not be sold as commodities turned out to be both.