Amazon’s AI and E-Commerce Strategy Draws Investor Enthusiasm
Amazon's $100 billion capital expenditure plan for 2025 underscores its serious commitment to AI, but the company isn't neglecting its e-commerce roots. The recent introduction of 'Add to Delivery' for Prime members allows seamless additions to scheduled orders—a feature investor John Bromels calls a 'game changer.'
Bromels highlights Amazon's dominance in U.S. online shopping, with Prime fostering loyalty and its proprietary logistics network enabling unmatched delivery speed. 'Add-on items represent almost pure net profit,' he notes, dismissing critics who view the feature as marginal.