Tyler Crowe

I would say kind of rendering UPS FedEx, I wouldn't say obsolete, but definitely less relevant.

And I think it's a lot more on offer here than what a basic shipper can really can.

Yeah.

And here's the other part I'm trying to figure out too, is from the Amazon side is the why now.

Obviously, UPS has been struggling a little bit lately with its decision to shrink, to focus on B2B, to focus on healthcare shipping, less volume, more margin kind of business.

kind of what Amazon seems to be attacking here.

And maybe it's a strike while the competitors are down or something like that.

But what is most curious to me about Amazon's decision now, this is in the midst of a massive AI infrastructure build-out that it's taking on.

It's hundreds of billions of dollars in capital to make it happen, not just this year, but for the next several years.

Amazon's capital expenditures are in the $175 to $200 billion range already.

So now we're going to layer on spending to meet growing supply chain and logistics businesses.

I mean, yes, it has an existing system already.

But if you were going to start taking on volume for the third parties, it's obviously going to require more capacity.

And so I'm curious as to why go into this when you have this lucrative AI infrastructure section that you're going into it.

It makes me wonder, like, how much money do you want to spend?

Because this is already tallying up to be a very large bill.

Yeah, and it'll also be an interesting topic to follow because perhaps we're being slightly market reactionary here, but obviously you hear shipping and logistics like, oh, they're going after Amazon and UPS.

But there, like I said at the top, there are dozens of companies in the supply chain and logistics, whether it's freight forwarding, whether it's ground transport, less than truckload trucking.

This could be a disruptive in a lot of different sectors.

And it'll be interesting to really drill down and to figure out