1)亚马逊业务模式可以用两句话来概括:“亚马逊是一个典型的固定成本业务模式,它使用互联网来最大化利用其固定成本。一旦它获得足够多的销售量,且这些销售额带来的利润超过了其固定成本,它就是开始盈利。在过去,亚马逊已经越过了这个障碍。”
2)亚马逊大多数零业务是赚钱的,只有少数零售业务是亏钱的。
3)亚马逊作为一个平台,是非常赚钱的。许多人和公司都在亚马逊上卖东西。作为平台,亚马逊的成本很低。
4)亚马逊目前是亏钱的,因为它正在进行疯狂的投资,来拉开与竞争者的距离。亚马逊已发现,便宜、快速的配送可以拉动销售额的增长。因此,它正在通过投资来将这种可能性变成现实。
5)如果亚马逊停止投资,就会立马盈利。尤金•卫表示,亚马逊机会可以从所有交易中获得利润。它出现季度亏损,是因为它大规模的投资所致。很多人认为,当亚马逊在电商领域建立起寡头地位,并开始提高价格,亚马逊将最终盈利。这种观点是错误的,因为亚马逊只需要停止投资,就可以盈利。
1) Amazon's business model can be summarized in two sentences: "Amazon is a typical fixed cost business model that uses the Internet to maximize its fixed costs. Once it gets enough sales and the profits from these sales exceed its fixed costs, it starts to make money. In the past, Amazon has crossed this hurdle."
2) Most of Amazon's retail businesses are profitable, and only a few retail businesses are losing money.
3) Amazon, as a platform, is very profitable. Many people and companies sell things on Amazon. As a platform, Amazon's costs are very low.
4) Amazon is currently losing money because it is investing crazily to distance itself from its competitors. Amazon has discovered that cheap and fast delivery can drive sales growth. Therefore, it is investing to make this possibility a reality.
5) If Amazon stops investing, it will immediately become profitable. Eugene Wei said that Amazon has the opportunity to make profits from all transactions. It has a quarterly loss because of its large-scale investment. Many people believe that when Amazon establishes an oligopoly in the e-commerce field and starts to raise prices, Amazon will finally become profitable. This view is wrong because Amazon only needs to stop investing to become profitable.