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by fahim305 3990 days ago
This was a long time coming. 20% growth on a business that is approaching $100B revenue (and probably 2-3x that in terms of GMV, a better measure of its size and dominance), and AWS continues to grow as does the digital side of the business. The crazy thing is that they still have low market share in several of the retail categories that its in (apparel, grocery, several product lines even in home, health & beauty, electronics, etc.)

Their achilles heal though continues to be browsability and searching. It is obviously a great place to go if you know exactly what you want, but continues to be a poor experience if you are browsing for an item or don't know what you want. There continues to be duplicate listings for the same items (some listed by 1st party and some by 3rd party), and it is very tough to browse items. Once they actually figure this out and implement, that's when this will really become game over (at least domestically)

2 comments

One thing I note is that their recommendations aren't terribly smart.

I mean, I bought a coffee table through Amazon a few months ago. After buying the table, for several weeks it kept showing me coffee table recommendations. I would think Amazon would be smart enough to try and sell other living room furniture or things to put atop the coffee table I just bought, rather than trying to sell me more coffee tables.

Their recommendations feel to me like the recommendation engine is still more or less the one they had when they were mainly an online bookstore. So they assume you want things similar to the item you bought: other novels in the same genre, nonfiction books on similar subjects etc. Works fine for books, less well for coffee tables.
Hmm, I think it's smarter than that.

Every year around burning man time it "notices" that I'm buying supplies for burning man, and starts recommending me things like baby wipes, which are completely unrelated (naively) to things like lag screws, rebar pullers, etc.

I suspect that's the impact of other burners also shopping, generating a good list of "people who bought A and B also bought C, D, E...". As soon as you hit A & B, you trigger the rest, while the average person doesn't.
It could just be recommending things you buy seasonally, without recognizing the relationship between the items.

Try buying lag screws, rebar pullers, etc. in 6 months and see if it recommends your baby wipes.

Think of this next time you worry about the singularity AI taking over the world.
It makes the idea of a trying-to-be-helpful AI scarier. Imagine a post-scarcity world in which you merely have to ask for whatever you want and it'll be delivered to you for free, but everyone still lives in squalor because if you ask for a coffee table you'll instead get one of every type of coffee table ever made and then starve to death in your house because the food delivery drones can't fit through the wall of coffee tables.
You could feed them to termites then cook them.
Autofac.
> Their achilles heal though continues to be browsability and searching. It is obviously a great place to go if you know exactly what you want, but continues to be a poor experience if you are browsing for an item or don't know what you want. There continues to be duplicate listings for the same items (some listed by 1st party and some by 3rd party), and it is very tough to browse items. Once they actually figure this out and implement, that's when this will really become game over (at least domestically)

Their catalog is getting so bad that I can't even find things when I know exactly what I want.