Amazon is not a commerce company at all. It’s a big data company that has developed a cloud infrastructure that is profitable and subsidizes its retail operations.
Same-day shipping became the big retailer craze this holiday season. Why? As the New York Times points out, retailers are living in fear of Amazon.com and trying to match what the online retailer offers.
The fear factor — Wal-Mart once had a trance on retail. Now it’s Amazon.com. But it’s not just retail that has begun to show deeper anxiety about Amazon. It’s the enterprise giants, too, that pay far more attention to the moves Amazon makes. Commerce came first, and now Amazon is prepping to have the same impact on big data and the software markets.
It’s why 2013 will be the big year for the retail and computing giant. It’s all coming together with its growing cloud infrastructure, voluminous data streams and content. It’s what Ray Wang of Constellation Research calls “matrix commerce.”
Wang argues that Amazon is not a commerce company at all. It’s a big data company that…
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