Which company gets forced to break up first?
Facebook: 50% of all people on Earth who have a computer have an account with them (approx)
Google: 90% of all internet searches done go thru them
Amazon: 40% of all on-line purchases are done with them.
Comments
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Well, Google is already Alphabet. So I go with Apple.
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Amazon.
Apple still has strong competition in the cell phone industry. There's only 3 serious contenders in a pie with 300m units in the US alone.
Google is a strong candidate, but I don't think there is much of a bearer to entry in this market. I just don't think the search engine business is as profitable as it used to be. Google does a lot of other things that add to the bottom line.
Amazon is going to be first, because it's not only creating a bearer to enter into it's space, it's also disrupting both the retail and shipping industries. Amazon is the primary reason malls are closing left and right; they are also infringing on UPS, Fedex, and USPS. -
Amazon (and then probably Google). Amazon makes the most sense because of its structure...Amazon Web Services as a stand-alone business is probably worth over half a trillion. They may just split it off before being forced to, but it is funding a lot of other Bezos pet projects.
Allows everyone to take a scalp without actually addressing the monopoly aspect of any of them. -
Amazon
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I hate it when companies give people what they want quickly, efficiently and inexpensively. These monsters must be stopped by the government.
I remember my not letting the market to decide phase.
http://www.mobileindustryreview.com/2008/07/nokia_the_dominant_global_computing_monopoly_by_2011_discuss.html
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Amazon will fight it the most b/c AWS (along with Prime} helps hide how little Amazon truly makes in on-line salesHoustonHusky said:Amazon (and then probably Google). Amazon makes the most sense because of its structure...Amazon Web Services as a stand-alone business is probably worth over half a trillion. They may just split it off before being forced to, but it is funding a lot of other Bezos pet projects.
Allows everyone to take a scalp without actually addressing the monopoly aspect of any of them. -
Yeah, but you'd be keeping Prime with Amazon proper, and with them probably gouging their sellers on the shipping side I'm sure they will be fine. Read somewhere a while back Costco makes basically nothing on all their sales...their entire profit margin is their membership fees. Prime has something like 115 million members...at a $150/year that's more "profit" for Amazon than they have ever recorded (I know...not like-for-like because of video and some of the other perks/etc just more for argument's sake). You get even a small margin on their sales revenues and they will be printing money for a long time...I'd argue the bigger worry for them is if/when their growth in sales slows down from market saturation or competition but it hasn't happened yet and probably won't for a while.godawgst said:
Amazon will fight it the most b/c AWS (along with Prime} helps hide how little Amazon truly makes in on-line salesHoustonHusky said:Amazon (and then probably Google). Amazon makes the most sense because of its structure...Amazon Web Services as a stand-alone business is probably worth over half a trillion. They may just split it off before being forced to, but it is funding a lot of other Bezos pet projects.
Allows everyone to take a scalp without actually addressing the monopoly aspect of any of them.
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Amazon should be first one to be broken up, but it has bought a lot goodwill with the whole pandemics bs and ppl generally love it. Going to be hard to build the political momentum to break it up
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People forget that it's was Standard Oil's relationships with the railroads that ultimately got it broken up.greenblood said:Amazon.
Apple still has strong competition in the cell phone industry. There's only 3 serious contenders in a pie with 300m units in the US alone.
Google is a strong candidate, but I don't think there is much of a bearer to entry in this market. I just don't think the search engine business is as profitable as it used to be. Google does a lot of other things that add to the bottom line.
Amazon is going to be first, because it's not only creating a bearer to enter into it's space, it's also disrupting both the retail and shipping industries. Amazon is the primary reason malls are closing left and right; they are also infringing on UPS, Fedex, and USPS. -
I'd be shocked if Amazon isn't broken up in the next 5 years ... I suspect that AWS will be broken out as a stand-alone at minimum.
