Breaking Analysis: What Could Disrupt Amazon?

What Could Disrupt Amazon? Weigh in and take the survey. https://www.surveymonkey.com/r/5YC2HM3

SiliconANGLE and theCUBE, in collaboration with author and thought leader David Moschella, are initiating a community research project. The question we're asking is, over the course of the next decade, "what could disrupt the extraordinary success of Amazon, Google, Apple, Microsoft, and Facebook?" The first survey focuses on Amazon.

Five public US-based companies have market valuations over or just near 1 Trillion dollars. As of Oct. 29th, Apple and Microsoft top the list, each at 2.5T, followed by Alphabet at 2TR, Amazon at 1.7T and Facebook (now Meta) at just under 1T - off from it’s high of 1.1 T prior to its recent troubles. These companies have reached extraordinary levels of success and power. What, if anything could disrupt their market dominance?

In his book Seeing Digital, Author David Moschella made three key points that I want to call out:

First, in the technology industry, disruptions are the norm - The waves of mainframes, Minis, PCs, Mobile and the Internet all saw new companies emerge and power structures that dwarfed previous eras of innovation. Is that dynamic changing?

Second - Every industry has a disruption scenario.

Third...Silicon Valley - broadly defined to include Seattle, or at least Amazon, has a dual disruption agenda - the first being horizontally disrupting the technology industry and the second as digital disruptors in virtually any industry. How relevant is that to the future power structure of the digital industry?