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> Why do Walmart, Google, Oracle and UPS all consider Amazon their biggest threat?

Is this true? For some of them (Walmart) I guess I wouldn't be surprised, but I'm still curious where this information comes from. Is it guesswork on the part of the author, or is it based on off the record discussions with the leadership of those companies, or something else?

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Anecdotally, when I proposed to some Google product managers that Amazon was their biggest competitor (if not threat) in my opinion, they looked at me as though I was out of my mind. They really could not see much of a connection at all. Perhaps because they worked in groups like Android etc. not the advertising group, but it was still a suprising attitude to me.

I think the parts of the business are a threat not the whole. I would think Amazon can be a pretty big threat to Google in advertising and cloud and to UPS in logistics and of course Walmart in retail.

In cloud it's the other way round. Amazon is the incumbent by far and Google is (one of) the threat(s).

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