Amazon’s €10B Europe Same-Day Push

Amazon is betting billions on speed and automation, transforming how goods move across Europe, India, Brazil, and South Africa. A €10 billion investment brings next-gen robots, later order cutoffs, and 25,000 new jobs to Europe’s supply chain—while making same-day and even 30-minute deliveries the new normal. The stakes are high: can Amazon’s relentless push reset customer expectations and dominate local logistics, or does it simply squeeze out national postal giants and regional carriers like DPD and GLS?

But here’s the catch: even as Amazon pitches its Supply Chain Services to outside brands, logistics heavyweights like FedEx and Maersk insist their global networks aren’t threatened—at least not yet. The real tension is about trust and data. Will third-party sellers hand Amazon the keys to their inventory and operations, or balk at giving a competitor such deep insight? Meanwhile, Amazon races to electrify last-mile delivery in India and Brazil, betting AI and micromobility can crack cost and emissions at scale. Prime launches in South Africa with a rock-bottom price, aiming to lock in customers before local rivals respond.

Featuring details from Amazon execs Scott Dresser and Andy Jassy, plus sharp reactions from FedEx, Maersk, and GXO—this episode unpacks the real-world impact of Amazon’s global logistics playbook.

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