如何寻找超级成长股？世界首富24封股东信“吐露天机”：现金流比利润更重要(22)

Weve made similar judgments around Free Super Saver Shipping and Amazon Prime， both of which are expensive in the short term and—we believe—important and valuable in the long term。
就像另外一个例子所展示的，我们在2000年邀请第三方卖家在我们的平台上与我们直销产品展开直接竞争，这看起来很冒险，内部和外部的人们都善意提醒，这将蚕食亚马逊的零售业务。这是一个以客户为中心的创新，但没有办法提前证明它是奏效的。有人指出邀请第三方到亚马逊将使得预测库存更困难了，而且如果第三方卖家的销售网页盖过我们，我们会可能销售停滞库存增加。
As another example， in 2000 we invited third parties to compete directly against us on our “prime retail real estate”—our product detail pages。 Launching a single detail page for both Amazon retail and third-party items seemed risky。 Well-meaning people internally and externally worried it would can nibalize Amazons retail business， and—as is often the case with consumer-focused innovations—there was no way to prove in advance that it would work。
Our buyers pointed out that inviting third parties onto Amazon.com would make inventory forecasting more difficult and that we could get “stuck” with excess inventory if we “lost the detail page” to one of our third-party sellers。