[Boss Business Analysis] Amazon turns logistics into "AWS": ASCS goes online, why are FedEx and UPS panicking? The truth about supply chain in the era of AI agents

Оригинальный автор：Boss北美经济评论

Первоисточник：https://www.youtube.com/embed/AQGSjKIBBew

While everyone is following AI as a TV series called "Model War", in this issue I want to focus on a more hard-core, more profitable, and easier to ignore battlefield: logistics and supply chain in the physical world. Amazon launched Amazon Supply Chain Services (ASCS), which combines air, ocean, trucking, and last-mile delivery into a "full service package." What really hurts traditional giants is not whether Amazon will deliver goods, but that it is changing logistics from "price comparison by segment" to "access by interface." In this issue, you will hear: Why "logistics packaging" will instantly change the scale of industry competition (from single-point price war → system utilization war) A very stupid but very effective business dismantling method: self-use anchoring - interface abstraction - external leverage Why does this seem to be logistics news, but it is actually an infrastructure battle in the AI ​​​​inference/agent era. In the future, will ordinary enterprises be more like "going to the wet market" or more like "running a membership supermarket"? What are the costs? If you are doing business, branding, cross-border, supply chain management, or you just want to understand how AI ultimately comes down to "money" and "control," this issue will be very useful. #Amazon #ASCS #SupplyChain #Logistics #AWS #AIAgent #Reasoning #BusinessAnalysis #BossEconomicsWorld