Comment by salawat
5 years ago
I guarantee this kills the Fulfilled-by-Amazon. Amazon works under the pretense of physical cache-as-a-service. If they have to start binning things based on sellers, they'll have to completely rearchitect their space management. They have to do this in a limited sense anyway with some products, but if it has to be done for everything, the space requirements would explode, as would picking time in the transition period to get a particular seller's product.
They can't just use APC/UPC anymore, because they'd have to accomodate the potential of sellers with a wide variety of products independently stored, even when not in use. This changes the FBA workability to only favor big actors, which admittedly, is exactly what people seem to expect.
Amazon works as well as it does because all the hoops everyone else has to jump through just haven't been held against them. It's no wonder they were an investor's darling.
Note: This is how I'd have started approaching building Amazon's logistics/FBA branch. Basically a library of physical goods. There's no way to know if they had started out that way whether they'd be in the position they are in now, but it is clear to me the direction many consumers want them to go.
FBA can still work, it's just that the illusion of having a choice of seller in an area wouldn't. Instead there would be a pool of sellers for any (claims to be) fungible item. It would also make it easier to get deceptive actors kicked from the system.