This table is an non quantitative analysis of the companies and industries that will be threatened by Amazon.

It’s a completely personal opinion that I update from time to time.

2015

• Barnes and Noble (Books).
• Staples

2016

 

2017

 

2018

• Amazon and other companies start an insurance company (impact forecast in 5 years: 2023).

2019

• Start on the logistics / delivery area (affected companies: UPS, FedEx). Impact forecast in 5 years: 2024.

2020

• Retail: J. Crew, Neiman Marcus, JC Penney, Stage Stores, Tuesday Morning, Brooks Brothers, 

2021

 

2022

• CVS, Walgreens, Rate Aid.

2023

• Insurance companies affected by decision in 2018
• UPS, FedEx.

2024

• Logistics / delivery area companies affected by decision in 2019.

2025

• Logistics / delivery area companies affected by decision in 2020 (this line is put on hold by Covid-19)

Major competitors since the begining

• Target
• Wallmart

Tecnological competitors (against AWS)

• Google: there were in good position to create what today is AWS (2003-2005), they had the servers and the financial muscle to create the software on top, but they did not do it.
• VM-Ware: there were in good position to create what today is AWS (2003-2005), they had the software and the financial muscle to pivot to offer their internal systems to the public, but they didn’t.
• Microsoft: with Azure they have been the only major company to take part of the Infrastructure as a service market (2017-2018 they started to evolve and be a thread to the public).