Zaid Mani
speaker
129 appearances
1 recordings
1 series
first heard May 2026
last heard 6 May
Zaid Mani’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in May 2026 with 1.
Appearances
They're also bringing in a new CEO.
So they're kind of a mess right now.
As a result, shares are down around 3% this morning and have now dropped 45% this year.
Let's wrap the show with a fun fact.
Amazon is opening up its logistics network to all businesses.
This new service is called Amazon Supply Chain Services, and any company can now use Amazon's warehouses, trucks, planes, and delivery network to ship their stuff even if they're not selling those products on Amazon.
Companies like Procter & Gamble, American Eagle, 3M, and more have already signed up.
The thing is Amazon already handles like six plus billion packages a year.
They have over 200 fulfillment centers, 80,000 trailers, and more than a hundred cargo planes.
So it makes sense for Amazon to charge other companies to use it too.
This feels like Amazon running the AWS playbook all over again.
Back in the day, Amazon built cloud infrastructure for their own website.
They realized that it was really good and they started selling cloud capacity to other companies.
Fast forward to today, and AWS is the biggest cloud provider in the world and the main profit engine for Amazon.
So yeah, Amazon's kind of known for doing stuff like this, and I wouldn't be surprised if their logistics network takes meaningful market share from UPS and FedEx in a short amount of time.
In fact, when this news dropped earlier this week, both UPS and FedEx stocks dropped around 10%.
Also, it's kind of crazy to think about all the areas that Amazon operates in now.
They're an e-commerce company.
They're a cloud company.
They're an advertising company.
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