[nojvek]

Amazon is perhaps one of the best executed businesses. Their retail logistics physical footprint is insanely huge and chews billions in capital. They chose to reinvest their profits to stronghold their logistics position.

In terms of warehouse square footage, they are the biggest by a wide margin (~320M sqft - probably more now) https://www.bigrentz.com/blog/amazon-warehouses-locations

Now they're playing the card of AWS but for physical logistics. They're opening up their warehouses and logistics as a service to others.

Every company ought to be investing it's profits for long term gains.

The fact that Apple is sitting on so much cash that it doesn't know what to do is not a great play.

I'm willing to bet that in 10 years, Amazon will be bigger than Apple in market cap.