[AgloeDreams]

"Ambition" rather than 'They are just killing off UPS and FedEx' Its a huge billion dollar story that's been incredibly soft, just look at UPS's stock, this will result in them losing their largest partner, no movement at all.

[SubuSS]

I am super sure there is an acquisition of one of convoy et al by amazon very soon to build the AWS for trucking as well because they're going to have so much extra capacity in a matter of 2/3 years.

[koboll]

If there's extra capacity, why would they need to make an acquisition?

[SubuSS]

Convoy like companies don't actually have capacity from my understanding: They are building a uber like platform to share extra capacity. <it is also funded by Bezos> So if Amazon is to build their own trucking-cloud, this is just a logical buy (unless they decide to build in house for some reason)