These industries could be Amazon’s next targets

原创编译 2018-11-20

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These industries could be Amazon’s next targets
亚马逊公司即将进军其他行业

Jason Goldberg: Five years from now, Amazon is possibly the first $2 trillion cap company. And they’re much bigger part of the consumers’ life than they even are today. So we’re starting to see them shift from purely a products-based company to a services company. And part of the reason you see that is because they have this first world problem. They are such a big company now that they have to find huge markets to conquer. So you can imagine they’re serving you lunch at work. They’re managing your healthcare, doing your furniture. They’re your style advisors. And they’re just find all kinds opportunities to monetize that, and usually very successfully.
杰森·戈德堡：在未来的五年内，亚马逊公司将成为第一家市值2万亿美元的公司，它将在人们生活中占据更大的比例，所以我们所看到的亚马逊公司即将从一个纯粹的以产品为导向的公司转变为以服务为导向的公司，部分原因是因为他们正面临着巨大的问题，公司规模十分庞大，所以他们需要找到同等大的市场来相匹配，所以，想象一下，他们在工作的时候为你提供午餐，管理你的医疗保健，设计你的家具，他们是你时尚的顾问，但同时也在寻找各种各样的机会来赚钱，最后结果通常都是成功的。

Brad Stone: I think Amazon is going to, at some point, turn around and offer its logistics prowess and its last mile capability to other companies. So it wouldn’t surprise me if, in five years we’re thinking of Amazon is a little bit more like a UPS or a FedEx, where someone who doesn’t do any business on Amazon but once to get a package from point A to point B, hire Amazon to go fly across the country or fly it halfway across the country, train it another third and then deliver it the last mile with a car or a van.
布拉德·斯通：我认为亚马逊在某些时候会扭转乾坤，提供给其他公司一些物流帮助，并尽其最大所能去帮助其他公司。所以我并不惊讶，未来的五年内我们所看到的亚马逊公司可能会有点像UPS（不间断电源）或者联邦快递，他们不会在亚马逊做业务，但是一旦有个包裹需要从A地点运输到B地点，他们就会雇亚马逊公司在全国各地先用飞机运输，然后用火车运输1/3，剩下的就交给了汽车或面包车运输。

Arun Sundararajan: in five years, I think Amazon will be the most valuable company in the world, more valuable than Google, more valuable than Facebook, more valuable than Apple.
阿朗·桑达拉扬：在未来五年内，我认为亚马逊公司将成为世界上最有价值的公司，比谷歌，脸书，苹果公司更有价值。

Amazon is buying into the heart of the health care industry in shaking up the prescription drug machine.
当下，亚马逊公司正深入医疗保健的核心领域，该举措冲击了处方药行业的发展。

Arun Sundararajan: I also think there’ll be a lot of expansion into health care and insurance. In part because healthcare is just so replete with inefficiency right now. And Amazon is like the bastion of efficiency.
阿朗·桑达拉扬：我还认为亚马逊公司深入医疗保险行业将有很大的拓展空间，其中一部分原因是目前的医疗体系效率较低，而亚马逊公司就像是效率提高的关键因素。

Stacy Mitchell: Pharmacy chains are a bit bloated. You’ve got this middle management companies, PBMs like CVS Health that control a lot of that market. I think with purchase of Pillpack, Amazon is kind of working at that area and say this is a way into healthcare and into a very large and growing market.
斯泰西·米切尔：连锁药店有些冗杂，如果有这样的中间管理公司，药品福利管理人员如CVS Health（美国一家医疗公司）控制了很大一部分市场，我认为通过收购Pillpack（美国药丸包装公司），亚马逊公司可以在这个领域有所建树而且可以进入医疗保健领域，这个庞大且具有发展潜力的市场。

Jason Goldberg: so think about how been successful in pharmacy might have a positive impact on their core retail business.
Today, the pharmacy businesses are primarily retail pharmacies. They’re folks like Walgreens and CVS. But the bulk of traffic to Walgreens and CVS are customers that are coming in to pick up the prescription. So if Amazon were disrupt that traffic by becoming the dominant prescription provider at home, overnight, Walgreens and CVS lose 60% of their foot traffic which essentially means they’re not viable businesses. And suddenly this competitor for all of these consumer package goods goes away and Amazon is going to be the best position to capture that incremental demand.
杰森·戈德堡:想想制药行业如何成功的对他们的核心零售业务产生积极影响。当下，制药公司的主要业务是药品零售，如沃尔格林（美国财富500强公司之一）和CVS Health（美国一家医疗公司），他们大部分的顾客都是来拿处方的，如果亚马逊公司如果发展成为国内主要的处方药供应商，那么就会扰乱当下的市场客流量，一夜之间，沃尔格林和CVS就会损失60%的客流量，这基本上说明了零售药品无法成为他们继续发展的业务。突然之间，所以的竞争对手都消失了，面对不断增长的需求，亚马逊公司则将处于最有利的位置。

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