Amazon Bets on Delivery as Competition Heats Up

The transcript discusses Amazon's growth in unit sales and AWS, highlighting AWS's significant revenue contribution despite being a small part of overall revenue. It addresses competition from Google in cloud services and explores Amazon's new ventures like restaurant delivery and Amazon Echo. The discussion emphasizes Amazon's strategy of experimenting with new business ideas to capture market share.

What is the significance of the growth in Amazon's web services for its overall business strategy?

What potential does the restaurant delivery service have for Amazon according to the discussion?