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标  题: Re: 就要在兰花市场说兰花不值钱-关于amazon

发信人: helloguys (Skywalker), 信区: Stock
标  题: Re: 就要在兰花市场说兰花不值钱-关于amazon
发信站: BBS 未名空间站 (Tue Nov 14 11:34:26 2017, 美东)

最近的财报，Amazon 零售业务其实是亏的。但 AWS 非常盈利，所以财报好看。

至于说竞争对手，现在哪个行业是一家独大，没有竞争对手的？

如果有做过研究，你会明白 AWS 真的很霸道。

价格，这个看上去没有什么技术成分的指标，其实非常有技术成分。

Amazon 出名抠门。它不买品牌设备，即使品牌设备“更可靠”。它的理念是：再可靠
的设备，也会出故障。要提高可靠性，就要靠冗余度。所以它宁愿多买便宜货，靠冗余
度来提高可靠性（11 个 9）。

这也反映在它的用人策略上。Amazon 又名“美国华为”（血汗工厂）。以工作压力大
著称。但由于名声在外，所以仍然乌央乌央的许多人争着去。所以它 PIP、炒人毫不手
软。因为有“冗余”。

另外，它降低价格的另一个重要手段是“自动化”。云服务可以很复杂的。但 AWS 由
于高度的自动化，降低了人工成本和出错率，从而降低成本。

零售业利薄如纸，而 Amazon 把“抠门”作风应用到利润较高的云业务，此消彼长，非
常可观。

另外 AWS 是先行者。业务种类非常齐全。Microsoft, IBM, GOOGLE 都在追。就算“追
上”，也只是多分一杯羹，没有太大影响。

因此，只要云业务的市场格局没有太大变化，Amazon 可以继续流氓下去。
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