3.png

Amazon CEO Jeff Bezos AP

亚马逊CEO Jeff Bezos

The big theme in tech this year was consolidation — not in terms of mergers and acquisitions, but in the big companies extending their reach and trying to conquer new markets.

今年科技行业的一大主题是整合——不是并购,而是大公司扩大业务范围,试图征服新市场。

The most important deal of the year, though, was Amazon's $13.7 billion acquisition of Whole Foods.

不过,今年最重要的交易是亚马逊(Amazon)以137亿美元收购全食超市(Whole Foods)。

In one swoop, Amazon totally disrupted groceries, retail delivery, and even the enterprise IT market.

亚马逊一举彻底打乱杂货,零售业务,甚至企业IT市场。

Next year will be all about Everyone versus Amazon.

明年将是关于人人敌对亚马逊。

The tech industry loves to talk about small, nimble startups.

科技行业喜欢谈论小而灵活的初创公司。

In reality though, the tech gameplan today is all about bulking up, and getting as big as possible.

但实际上,今天的技术游戏计划都是为了扩大规模,尽可能扩大规模。

Mega-mergers, such as Broadcom's pending $105 billion acquisition of Qualcomm and Dell's $67 billion purchase of EMC in 2016, underscore the industry's never-ending frenzy to consolidate. 

大型并购,比如Broadcom在2016年斥资1,050亿美元收购高通(Qualcomm)和戴尔(Dell)斥资670亿美元收购EMC的交易,凸显了该行业持续不断的并购狂潮。

And in 2017, the tech giants sought to project their power even further. Facebook built its lead on Snapchat by gradually swiping away the best part of the upstart's app. Apple released a new iPhone designed to conquer augmented reality, the next frontier. Microsoft took swipes at Amazon, Apple, and even startups like Slack. Google doubled down on building its own hardware.

而在2017年,科技巨头们想要进一步发挥他们的影响力。Facebook在Snapchat上建立了自己的领先地位,并逐渐推开了这个新贵应用程序中最优秀的部分,苹果发布了一款新的iPhone,旨在征服现实增强,即下一个前沿阵地。微软在亚马逊(Amazon)、苹果(Apple)、甚至像Slack这样的初创公司都有过抨击。谷歌在自己的硬件上增加了一倍。

To my mind, though, the single biggest and most aggressive move this year was by Amazon, with its $13.7 billion acquisition of Whole Foods. It wasn't a tech deal, in the traditional sense. But it caused ripples that go beyond just groceries — ripples that are slowly turning the entire US economy into a case of Amazon versus everybody else.

不过,在我看来,今年最大、最激进的举措是亚马逊(Amazon),以137亿美元收购全食超市(Whole Foods)。在传统意义上,这不是一项技术交易。但它引发的涟漪不仅仅局限于食品杂货——这些涟漪正在慢慢将整个美国经济转变成亚马逊和其他所有人的案例。

4.png

Whole Foods Kate Taylor

凯特•泰勒

The first ripples were pretty obvious: Amazon immediately started lowering prices at Whole Foods, putting the pressure on rivals like Kroger to compete amid sliding share prices. Now that Amazon is hinting at more discounts to come for Amazon Prime members, that pressure will only intensify.

第一个影响是显而易见的:亚马逊立即开始降低全食超市的价格,给像克罗格这样的竞争对手施加压力,让他们在股价下跌时竞争。如今,亚马逊(Amazon)正暗示亚马逊Prime会员的折扣更多,这种压力只会加剧。

Then, came something a little less expected, but more obvious in retrospect. In the wake of the Amazon-Whole Foods deal, megacorps like Target and Walmart hustled to ink deals to let customers shop their wares via Google, which is emerging as Amazon's main rival. Similarly, smaller retailers are going to startups like Instacart to help give them Amazon-style same-day delivery options.

然后,出现了一些意料不到的事情,但回想起来却更加明显。在亚马逊(Amazon)与全食超市(Amazon - whole Foods)达成交易之后,像塔吉特百货(Target)和沃尔玛(Walmart)这样的大公司都在进行油墨交易,让客户通过谷歌来购物,而谷歌正逐渐成为亚马逊的主要竞争对手。同样,小型零售商也会像Instacart这样的初创公司,帮助他们提供亚马逊式的当天送货方式。

And then, the Whole Foods acquisition has resulted in shockwaves across the cloud computing market, where Amazon and its massively profitable Amazon Web Services reigns supreme.

然后,整个食品的收购在云计算市场引起了巨大的冲击,亚马逊和它的利润丰厚的亚马逊网络服务占据了主导地位。

whole foods amazon echo Kate Taylor/Business Insider

凯特·泰勒/商业内幕

In the wake of the Amazon/Whole Foods tie-up, Walmart reportedly issued an ultimatum to its vendors: Quit AWS and start using competitors like Microsoft Azure or Google Cloud — or else. Kroger, too, recently discussed its intention to avoid AWS altogether.

在亚马逊和全食公司的合作之后,据报道,沃尔玛向其供应商发出了最后通牒:退出AWS,开始使用微软Azure或谷歌云等竞争对手。克罗格最近也讨论了避免AWS的意图。

In other words, Amazon spent $13.7 billion — just slightly more than the $13.2 billion Google spent on Motorola in 2011 — and managed to cause upheaval across the grocery retail sector, the major superstore chains, and even enterprise IT.

换句话说,亚马逊花了137亿美元——比2011年在摩托罗拉上花费的132亿美元略多一点——并设法引起了杂货零售业、大型连锁超市甚至是企业的巨变。

It's a mark of how seriously Corporate America now takes Amazon: When Amazon acts, the world reacts. And as we enter 2018, it's becoming clear that either you're against Amazon, or eventually, you might just become part of Amazon.

这是美国企业对待亚马逊的严肃态度的一个标志:当亚马逊行动时,世界会做出反应。当我们进入2018年的时候,很明显,要么是你反对亚马逊,要么最终你会成为亚马逊的一部分。

本文为爱思英语原创内容,转载文章请注明来源。