Nobody Sees What Amazon Just Did to Tesla: Why Open Logistics Meets Autonomy

FedEx operates about 200,000 and Amazon already has 40,000 owned semis and access to over 390,000 drivers through their DSP network. They have something like 80,000 plus trailers, 24,000 intermodal containers, and over 100 aircraft. It sounded ridiculous at the time, but 20 years later, AWS did $108 billion in revenue in 2024 and almost 40 billion income. To put that in perspective, the AWS revenue ramp from zero in 2006 to 108 billion in 2024 is one of the fastest revenue ramps for a single business unit in the history of capitalism. They have 40,000 plus owned semi-trucks and use over 390,000 delivery service partner drivers. They run 30,000 Rivian electric delivery vans with a commitment o grow that to 100,000 by 2030. The total global logistics market they are now opening this empire to is 9.37 trillion, projected to be 13 trillion by 2035.

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