Tag Archives: ownership

Amazon’s AI Powered Shipping: BIG Box –> Small Box –> BIG Box –> NO BOX!

by Anura Guruge
on September 24, 2023

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Click to ENLARGE. Just in 3 weeks … back to BIG, unnecessarily large box.

AI can be an iterative process & I guess this means that it is learning — learning from its mistakes — & getting better.

So we get a 40 lbs bag of dog food delivered every 3 weeks from Amazon. It is much cheaper & of course, easier, than buying it locally & lugging it home.

I liked the BIG BOXES that they used for the delivery. They made IDEA, disposable GARBAGE CONTAINERS for the garage. I would leave it in the garage & fill it up with thrash. Then on my next trip to the dump I would throw it away — now full of trash. Good recycling, really.

The small box was too small to serve my purposes.

Now, NO BOX.

Our main Amazon delivery person is a lithe, young lady. Good height but very slim. I saw her carrying this 40 lbs bag DRAPED over her arm! I couldn’t do that. Too heavy by half for I. She was just carrying it like it weighed NOTHING. Wow. I was impressed.

Lets see how long the NO BOX approach lasts. I really would like the BIG boxes to be brought back. I make good use of them.

Amazon’s Supposed AI Powered Shipping Algorithm Is Regressing — Fast.

by Anura Guruge
on May 17, 2023

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Click to ENLARGE. Just in 3 weeks … back to BIG, unnecessarily large box.

Click image to access post from just 3 weeks ago.

In the last few weeks Amazon has been all over the media claiming that they are using AI to make their shipping smarter.
I am NOT convinced.


I have a ‘3 week’ subscription for a 30 lbs bag of dog food. {It used to be monthly but I used to run out}

From the start they used very large (i.e., tall (but skinny)) boxes to ship the dog food. The dog food bag, compressed by its own weight, took up half the box. The rest was just air.

Last month, to my AMAZEMENT they shipped the dog food in a smaller box. The dog food bag was SNUGLY fitted into it (as you can see from the top pictures).

I was glad — though to be fair I like the BIG, TALL boxes because they make great disposable trash bins. But, I was willing to forgo that to be a bit greener.

Well, I was expecting a small box again.

WRONG.

Back to the BIG box. Not good.

Is this AI?

IF so, it needs to get much, much smarter.

Amazon Is Getting Smarter (& Thus Better) When It Comes To Optimal Packaging (I.E., Boxes).

by Anura Guruge
on April 29, 2023

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Click to ENLARGE. The boxes they use to ship my 30lb bag of dog food.

New, much, much smaller box on left, older BIGGER box on right — being used as a trash container in the garage.


Given that I do 99% of my non-grocery shopping on ‘Amazon‘ (to a large extent because I also own a fair number of Amazon shares {SMILE}) it should be no surprise that I get my dog food through them. I am a monthly subscription for a (now) 30 lbs bag of dog food. I got the latest a few days ago.

I thought that the wrong BOX had been delivered because it was SO SMALL! But, as soon as I lifted it, I knew my dog food was in it. I know the heft.

Wow. The box was so, so, so much smaller than the one I had been getting since the start — maybe 9 months ago.

To be honest, I LOVED those big, tall boxes. I looked forward to getting them! With the top cut (as shown above) they make wonderful, large, disposable trash bins for the garage. I fill them up & them take them to the dump. I don’t feel guilty about not recycling the cardboard because I use the boxes to save on trash bags etc. It works out.

The small box is cute. I will still use it for trash BUT it won’t hold as much.

But, I am GLAD (primarily as a shareholder). Over the years Amazon’s wanton profligacy when it came to packaging would drive me insane. But, of late they are becoming NOTICEABLY savvier & better. Good for all of us.

I am proud of MY Amazon. {Smile} My ownership of AMZN is (alas) NOT huge, but it isn’t trivial either. {Smile}

2022 Stock Splits Were BAD For AMZN & GOOG — They Attracted A Different Type Of Investor.

by Anura Guruge
on February 8, 2023


Click to ENLARGE. Charts, of course, from ‘MarketWatch.com‘.

My contention, & it is just that, is that AMZN & GOOG would have fared BETTER in this down market IF NOT for the 20-to-1 splits!

Yes, of course, in early 2022 (i.e., last year) we all expected that AMZN & GOOG will go gangbusters after their 20-to-1 splits. LOT of folks bought these shares ahead of the splits on this assumption — which had been the case in prior, high-profile splits.

With interest rates shooting up (to curb inflation) this has been a difficult & down market. That is a given.

But, I am THINKING that AMZN & GOOG would have been more resilient IF NOT for the split. Why? The 20-to-1 split change the demographics of the ownership.

Prior to the split you basically had to be rich to own a chunk of AMZN or GOOG. When AMZN was $3,000 you needed $300,000 in order to own 100 shares. Not so after the split. You could own 100 for a mere $15,000.

AMZN & GOOG were no longer exclusive.

Let me be blunt. After the split, riff-raff were able to afford these shares. They trade differently than the more refined investor.

That is my thesis. We DEVALUED the ownership.

Just like a neighbourhood. If the prices drop by a factor of 20 the ownership profile will shift dramatically. That is my point.

I am not sure whether this can ever be tested or proved.

But, something to THINK about.